SMG
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Smart Money Group’s Mastercard MA Stock Holding History

Smart Money Group’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
Q2 		$1.15M Buy
2,241
+179
+9% +$89.3K 0.3% 48
2026
Q1 		$1.03M Buy
2,062
+116
+6% +$61.1K 0.3% 49
2025
Q4 		$1.11M Buy
1,946
+71
+4% +$39.7K 0.32% 44
2025
Q3 		$1.07M Buy
1,875
+98
+6% +$56.3K 0.32% 44
2025
Q2 		$999K Buy
1,777
+269
+18% +$149K 0.31% 41
2025
Q1 		$826K Buy
+1,508
New +$821K 0.28% 47

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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Smart Money Group's MA Position: Q2 2026 in Review

Smart Money Group increased its Mastercard (MA) stake by 8.7% in Q2 2026, buying an estimated $89.3K and bringing the position to 2,241 shares worth $1.15M. The position accounts for 0.3% of the portfolio, ranked #48.

Smart Money Group first reported a position in MA in Q1 2025 and has held it in 6 quarters since. 3,613 funds tracked by Wall St. Rank hold MA as of Q2 2026.

  • Smart Money Group held 2,241 shares of Mastercard worth $1.15M as of Q2 2026.
  • Smart Money Group bought 179 Mastercard shares in Q2 2026, an estimated $89.3K.
  • Mastercard made up 0.3% of Smart Money Group's portfolio in Q2 2026, its #48 holding.
  • Smart Money Group first reported a position in Mastercard in Q1 2025 and has held it in 6 quarters since.
  • 3,613 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on Smart Money Group's 13F filing for Q2 2026, filed 29 Jul 2026.