Stone House Investment Management’s Mastercard MA Stock Holding History

Stone House Investment 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	$113K	Sell	227 -10	-4%	-$5.27K	0.02%	111
2025 Q4	$135K	Hold	237	–	–	0.02%	100
2025 Q3	$135K	Buy	237 +2	+0.9%	+$1.15K	0.02%	99
2025 Q2	$132K	Sell	235 -112	-32%	-$61.9K	0.02%	95
2025 Q1	$190K	Buy	+347	New	+$189K	0.04%	61
2024 Q4	–	Sell	-334	Closed	-$165K	–	221
2024 Q3	$165K	Hold	334	–	–	0.03%	55
2024 Q2	$147K	Sell	334 -19	-5%	-$8.65K	0.04%	60
2024 Q1	$170K	Buy	+353	New	+$161K	0.04%	61

Other funds holding MA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Stone House Investment Management's MA Position: Q1 2026 in Review

Stone House Investment Management reduced its Mastercard (MA) stake by 4.2% in Q1 2026, selling an estimated $5.27K and leaving 227 shares worth $113K. The position accounts for 0.02% of the portfolio, ranked #111.

Stone House Investment Management first reported a position in MA in Q1 2024 and has held it in 8 quarters since. The position peaked at $190K in Q1 2025. 3,603 funds tracked by Wall St. Rank hold MA as of Q1 2026.

Stone House Investment Management held 227 shares of Mastercard worth $113K as of Q1 2026.
Stone House Investment Management sold 10 Mastercard shares in Q1 2026, an estimated $5.27K.
Mastercard made up 0.02% of Stone House Investment Management's portfolio in Q1 2026, its #111 holding.
Stone House Investment Management first reported a position in Mastercard in Q1 2024 and has held it in 8 quarters since.
Stone House Investment Management's Mastercard position peaked at $190K in Q1 2025.
3,603 funds tracked by Wall St. Rank held Mastercard as of Q1 2026.

Based on Stone House Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.