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SHP Wealth Management’s Mastercard MA Stock Holding History

SHP Wealth Management’s Portfolio MA Stock Details MA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.01M Sell
2,026
-23
-1% -$12.1K 0.08% 83
2025
Q4 		$1.17M Buy
+2,049
New +$1.15M 0.09% 65

Other funds holding MA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mastercard Foundation Asset Management (MFAM)
Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.1B AUM 8.22% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SHP Wealth Management's MA Position: Q1 2026 in Review

SHP Wealth Management reduced its Mastercard (MA) stake by 1.1% in Q1 2026, selling an estimated $12.1K and leaving 2,026 shares worth $1.01M. The position accounts for 0.08% of the portfolio, ranked #83.

SHP Wealth Management first reported a position in MA in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.17M in Q4 2025. 3,612 funds tracked by Wall St. Rank hold MA as of Q1 2026.

  • SHP Wealth Management held 2,026 shares of Mastercard worth $1.01M as of Q1 2026.
  • SHP Wealth Management sold 23 Mastercard shares in Q1 2026, an estimated $12.1K.
  • Mastercard made up 0.08% of SHP Wealth Management's portfolio in Q1 2026, its #83 holding.
  • SHP Wealth Management first reported a position in Mastercard in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's Mastercard position peaked at $1.17M in Q4 2025.
  • 3,612 funds tracked by Wall St. Rank held Mastercard as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.