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Tempus Wealth Planning’s Mastercard MA Stock Holding History

Tempus Wealth Planning’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 		$466K Buy
907
+62
+7% +$30.9K 0.09% 185
2026
Q1 		$422K Buy
845
+42
+5% +$22.1K 0.1% 187
2025
Q4 		$459K Buy
803
+33
+4% +$18.4K 0.11% 180
2025
Q3 		$438K Sell
770
-59
-7% -$33.9K 0.1% 189
2025
Q2 		$466K Buy
829
+2
+0.2% +$1.11K 0.12% 172
2025
Q1 		$453K Sell
827
-14
-2% -$7.62K 0.14% 157
2024
Q4 		$443K Buy
841
+55
+7% +$28.5K 0.14% 155
2024
Q3 		$388K Buy
786
+62
+9% +$28.8K 0.14% 148
2024
Q2 		$319K Buy
724
+65
+10% +$29.6K 0.13% 147
2024
Q1 		$317K Buy
659
+52
+9% +$23.8K 0.14% 149
2023
Q4 		$259K Buy
607
+8
+1% +$3.21K 0.11% 162
2023
Q3 		$237K Buy
599
+36
+6% +$14.5K 0.12% 147
2023
Q2 		$221K Sell
563
-165
-23% -$61.9K 0.1% 172
2023
Q1 		$265K Sell
728
-156
-18% -$56.7K 0.13% 138
2022
Q4 		$307K Sell
884
-505
-36% -$166K 0.19% 125
2022
Q3 		$395K Buy
+1,389
New +$460K 0.26% 105

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

Tempus Wealth Planning's MA Position: Q2 2026 in Review

Tempus Wealth Planning increased its Mastercard (MA) stake by 7.3% in Q2 2026, buying an estimated $30.9K and bringing the position to 907 shares worth $466K. The position accounts for 0.09% of the portfolio, ranked #185.

Tempus Wealth Planning first reported a position in MA in Q3 2022 and has held it in 16 quarters since. 3,599 funds tracked by Wall St. Rank hold MA as of Q2 2026.

  • Tempus Wealth Planning held 907 shares of Mastercard worth $466K as of Q2 2026.
  • Tempus Wealth Planning bought 62 Mastercard shares in Q2 2026, an estimated $30.9K.
  • Mastercard made up 0.09% of Tempus Wealth Planning's portfolio in Q2 2026, its #185 holding.
  • Tempus Wealth Planning first reported a position in Mastercard in Q3 2022 and has held it in 16 quarters since.
  • 3,599 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on Tempus Wealth Planning's 13F filing for Q2 2026, filed 22 Jul 2026.