SWM
MA icon

Stronghold Wealth Management’s Mastercard MA Stock Holding History

Stronghold Wealth 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
Q2 		$573K Buy
1,115
+80
+8% +$39.9K 0.77% 38
2026
Q1 		$517K Buy
1,035
+136
+15% +$71.6K 0.78% 36
2025
Q4 		$513K Buy
+899
New +$503K 0.76% 36

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

Stronghold Wealth Management's MA Position: Q2 2026 in Review

Stronghold Wealth Management increased its Mastercard (MA) stake by 7.7% in Q2 2026, buying an estimated $39.9K and bringing the position to 1,115 shares worth $573K. The position accounts for 0.77% of the portfolio, ranked #38.

Stronghold Wealth Management first reported a position in MA in Q4 2025 and has held it in 3 quarters since. 3,605 funds tracked by Wall St. Rank hold MA as of Q2 2026.

  • Stronghold Wealth Management held 1,115 shares of Mastercard worth $573K as of Q2 2026.
  • Stronghold Wealth Management bought 80 Mastercard shares in Q2 2026, an estimated $39.9K.
  • Mastercard made up 0.77% of Stronghold Wealth Management's portfolio in Q2 2026, its #38 holding.
  • Stronghold Wealth Management first reported a position in Mastercard in Q4 2025 and has held it in 3 quarters since.
  • 3,605 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on Stronghold Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.