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Strategic Family Wealth Counselors’s Mastercard MA Stock Holding History

Strategic Family Wealth Counselors’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 		$335K Sell
652
-4
-0.6% -$1.99K 0.08% 138
2026
Q1 		$328K Sell
656
-945
-59% -$498K 0.09% 126
2025
Q4 		$851K Buy
+1,601
New +$895K 0.19% 87
2025
Q3 		– Sell
-385
Closed -$216K – 163
2025
Q2 		$216K Hold
385
– – 0.06% 135
2025
Q1 		$211K Sell
385
-4
-1% -$2.18K 0.07% 132
2024
Q4 		$205K Buy
+389
New +$201K 0.07% 129

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

Strategic Family Wealth Counselors's MA Position: Q2 2026 in Review

Strategic Family Wealth Counselors reduced its Mastercard (MA) stake by 0.61% in Q2 2026, selling an estimated $1.99K and leaving 652 shares worth $335K. The position accounts for 0.08% of the portfolio, ranked #138.

Strategic Family Wealth Counselors first reported a position in MA in Q4 2024 and has held it in 6 quarters since. The position peaked at $851K in Q4 2025. 3,592 funds tracked by Wall St. Rank hold MA as of Q2 2026.

  • Strategic Family Wealth Counselors held 652 shares of Mastercard worth $335K as of Q2 2026.
  • Strategic Family Wealth Counselors sold 4 Mastercard shares in Q2 2026, an estimated $1.99K.
  • Mastercard made up 0.08% of Strategic Family Wealth Counselors's portfolio in Q2 2026, its #138 holding.
  • Strategic Family Wealth Counselors first reported a position in Mastercard in Q4 2024 and has held it in 6 quarters since.
  • Strategic Family Wealth Counselors's Mastercard position peaked at $851K in Q4 2025.
  • 3,592 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on Strategic Family Wealth Counselors's 13F filing for Q2 2026, filed 14 Aug 2026.