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Tanager Wealth Management’s Mastercard MA Stock Holding History

Tanager 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 		$384K Buy
747
+46
+7% +$22.9K 0.03% 110
2026
Q1 		$350K Buy
701
+133
+23% +$70K 0.03% 103
2025
Q4 		$324K Buy
568
+13
+2% +$7.27K 0.03% 104
2025
Q3 		$316K Buy
555
+100
+22% +$57.4K 0.03% 98
2025
Q2 		$256K Sell
455
-52
-10% -$28.8K 0.03% 104
2025
Q1 		$278K Buy
+507
New +$276K 0.04% 100

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

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

Tanager Wealth Management increased its Mastercard (MA) stake by 6.6% in Q2 2026, buying an estimated $22.9K and bringing the position to 747 shares worth $384K. The position accounts for 0.03% of the portfolio, ranked #110.

Tanager Wealth Management first reported a position in MA in Q1 2025 and has held it in 6 quarters since. 3,592 funds tracked by Wall St. Rank hold MA as of Q2 2026.

  • Tanager Wealth Management held 747 shares of Mastercard worth $384K as of Q2 2026.
  • Tanager Wealth Management bought 46 Mastercard shares in Q2 2026, an estimated $22.9K.
  • Mastercard made up 0.03% of Tanager Wealth Management's portfolio in Q2 2026, its #110 holding.
  • Tanager Wealth Management first reported a position in Mastercard in Q1 2025 and has held it in 6 quarters since.
  • 3,592 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on Tanager Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.