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Three Bridge Wealth Advisors’s Mastercard MA Stock Holding History

Three Bridge Wealth Advisors’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
2025
Q3 		– Sell
-469
Closed -$264K – 111
2025
Q2 		$264K Buy
+469
New +$259K 0.07% 100

Other funds holding MA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Three Bridge Wealth Advisors's MA Position: Q3 2025 in Review

Three Bridge Wealth Advisors sold out of Mastercard (MA) in Q3 2025, closing a stake of 469 shares — an estimated $264K sold.

Three Bridge Wealth Advisors first reported a position in MA in Q2 2025 and held it in 1 quarter. The position peaked at $264K in Q2 2025. 3,505 funds tracked by Wall St. Rank hold MA as of Q3 2025.

  • Three Bridge Wealth Advisors reported no remaining Mastercard position as of Q3 2025 after selling out during the quarter.
  • Three Bridge Wealth Advisors sold 469 Mastercard shares in Q3 2025, an estimated $264K.
  • Three Bridge Wealth Advisors first reported a position in Mastercard in Q2 2025 and held it in 1 quarter.
  • Three Bridge Wealth Advisors's Mastercard position peaked at $264K in Q2 2025.
  • 3,505 funds tracked by Wall St. Rank held Mastercard as of Q3 2025.

Based on Three Bridge Wealth Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.