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Spartan Wealth Advisory Services LLC’s Mastercard MA Stock Holding History

Spartan Wealth Advisory Services LLC’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 		$3.87M Sell
7,535
-636
-8% -$317K 0.32% 78
2026
Q1 		$4.08M Buy
+8,171
New +$4.3M 0.36% 66

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
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
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Spartan Wealth Advisory Services LLC's MA Position: Q2 2026 in Review

Spartan Wealth Advisory Services LLC reduced its Mastercard (MA) stake by 7.8% in Q2 2026, selling an estimated $317K and leaving 7,535 shares worth $3.87M. The position accounts for 0.32% of the portfolio, ranked #78.

Spartan Wealth Advisory Services LLC first reported a position in MA in Q1 2026 and has held it in 2 quarters since. The position peaked at $4.08M in Q1 2026. 3,454 funds tracked by Wall St. Rank hold MA as of Q2 2026.

  • Spartan Wealth Advisory Services LLC held 7,535 shares of Mastercard worth $3.87M as of Q2 2026.
  • Spartan Wealth Advisory Services LLC sold 636 Mastercard shares in Q2 2026, an estimated $317K.
  • Mastercard made up 0.32% of Spartan Wealth Advisory Services LLC's portfolio in Q2 2026, its #78 holding.
  • Spartan Wealth Advisory Services LLC first reported a position in Mastercard in Q1 2026 and has held it in 2 quarters since.
  • Spartan Wealth Advisory Services LLC's Mastercard position peaked at $4.08M in Q1 2026.
  • 3,454 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on Spartan Wealth Advisory Services LLC's 13F filing for Q2 2026, filed 5 Aug 2026.