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Strategic Advocates’s Mastercard MA Stock Holding History

Strategic Advocates’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 		– Sell
-567
Closed -$327K – 470
2025
Q4 		$327K Sell
567
-62
-10% -$34.7K 0.08% 95
2025
Q3 		$358K Sell
629
-60
-9% -$34.5K 0.09% 93
2025
Q2 		$387K Hold
689
– – 0.12% 87
2025
Q1 		$378K Buy
689
+20
+3% +$10.9K 0.13% 84
2024
Q4 		$352K Sell
669
-23
-3% -$11.9K 0.12% 79
2024
Q3 		$342K Buy
692
+1
+0.1% +$465 0.12% 87
2024
Q2 		$305K Hold
691
– – 0.12% 95
2024
Q1 		$333K Sell
691
-3,307
-83% -$1.51M 0.13% 89
2023
Q4 		$1.71M Buy
3,998
+40
+1% +$16.1K 0.72% 29
2023
Q3 		$1.57M Buy
+3,958
New +$1.59M 0.74% 26

Other funds holding MA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Mastercard Foundation Asset Management (MFAM)
Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $33.7B AUM 8.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Strategic Advocates's MA Position: Q1 2026 in Review

Strategic Advocates sold out of Mastercard (MA) in Q1 2026, closing a stake of 567 shares — an estimated $327K sold.

Strategic Advocates first reported a position in MA in Q3 2023 and held it in 10 quarters. The position peaked at $1.71M in Q4 2023. 3,600 funds tracked by Wall St. Rank hold MA as of Q1 2026.

  • Strategic Advocates reported no remaining Mastercard position as of Q1 2026 after selling out during the quarter.
  • Strategic Advocates sold 567 Mastercard shares in Q1 2026, an estimated $327K.
  • Strategic Advocates first reported a position in Mastercard in Q3 2023 and held it in 10 quarters.
  • Strategic Advocates's Mastercard position peaked at $1.71M in Q4 2023.
  • 3,600 funds tracked by Wall St. Rank held Mastercard as of Q1 2026.

Based on Strategic Advocates's 13F filing for Q1 2026, filed 15 May 2026.