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Stillwater Wealth Management Group’s Mastercard MA Stock Holding History

Stillwater Wealth Management 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
Q1 		$228K Buy
456
+20
+5% +$10.5K 0.14% 76
2025
Q4 		$249K Hold
436
– – 0.17% 70
2025
Q3 		$248K Buy
+436
New +$250K 0.17% 70
2025
Q1 		$239K Hold
436
– – 0.21% 65
2024
Q4 		$230K Buy
+436
New +$226K 0.21% 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
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

Stillwater Wealth Management Group's MA Position: Q1 2026 in Review

Stillwater Wealth Management Group increased its Mastercard (MA) stake by 4.6% in Q1 2026, buying an estimated $10.5K and bringing the position to 456 shares worth $228K. The position accounts for 0.14% of the portfolio, ranked #76.

Stillwater Wealth Management Group first reported a position in MA in Q4 2024 and has held it in 5 quarters since. The position peaked at $249K in Q4 2025. 3,619 funds tracked by Wall St. Rank hold MA as of Q1 2026.

  • Stillwater Wealth Management Group held 456 shares of Mastercard worth $228K as of Q1 2026.
  • Stillwater Wealth Management Group bought 20 Mastercard shares in Q1 2026, an estimated $10.5K.
  • Mastercard made up 0.14% of Stillwater Wealth Management Group's portfolio in Q1 2026, its #76 holding.
  • Stillwater Wealth Management Group first reported a position in Mastercard in Q4 2024 and has held it in 5 quarters since.
  • Stillwater Wealth Management Group's Mastercard position peaked at $249K in Q4 2025.
  • 3,619 funds tracked by Wall St. Rank held Mastercard as of Q1 2026.

Based on Stillwater Wealth Management Group's 13F filing for Q1 2026, filed 11 May 2026.