TCWM
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Total Clarity Wealth Management’s Mastercard MA Stock Holding History

Total Clarity 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 		$736K Sell
1,434
-182
-11% -$90.7K 0.14% 165
2026
Q1 		$808K Sell
1,616
-26
-2% -$13.7K 0.19% 129
2025
Q4 		$937K Buy
1,642
+59
+4% +$33K 0.23% 115
2025
Q3 		$901K Buy
1,583
+56
+4% +$32.2K 0.24% 111
2025
Q2 		$858K Sell
1,527
-135
-8% -$74.7K 0.25% 103
2025
Q1 		$875K Hold
1,662
– – 0.29% 97
2024
Q4 		$875K Buy
1,662
+48
+3% +$24.8K 0.28% 97
2024
Q3 		$797K Buy
1,614
+13
+0.8% +$6.05K 0.26% 106
2024
Q2 		$706K Sell
1,601
-113
-7% -$51.5K 0.25% 106
2024
Q1 		$825K Buy
1,714
+16
+0.9% +$7.31K 0.29% 97
2023
Q4 		$724K Sell
1,698
-10
-0.6% -$4.02K 0.3% 99
2023
Q3 		$676K Sell
1,708
-41
-2% -$16.5K 0.33% 88
2023
Q2 		$688K Buy
1,749
+100
+6% +$37.5K 0.34% 80
2023
Q1 		$599K Sell
1,649
-29
-2% -$10.5K 0.33% 78
2022
Q4 		$583K Buy
1,678
+29
+2% +$9.54K 0.3% 86
2022
Q3 		$469K Sell
1,649
-136
-8% -$45.1K 0.29% 91
2022
Q2 		$563K Buy
1,785
+1
+0.1% +$344 0.29% 79
2022
Q1 		$638K Sell
1,784
-7
-0.4% -$2.52K 0.35% 78
2021
Q4 		$644K Sell
1,791
-217
-11% -$75K 0.29% 85
2021
Q3 		$698K Sell
2,008
-2
-0.1% -$727 0.33% 78
2021
Q2 		$734K Sell
2,010
-225
-10% -$83.7K 0.41% 69
2021
Q1 		$796K Sell
2,235
-30
-1% -$10.5K 0.46% 54
2020
Q4 		$809K Sell
2,265
-15
-0.7% -$4.99K 0.56% 49
2020
Q3 		$771K Sell
2,280
-166
-7% -$54K 0.67% 39
2020
Q2 		$723K Buy
2,446
+4
+0.2% +$1.13K 0.66% 47
2020
Q1 		$590K Sell
2,442
-94
-4% -$27.9K 0.91% 33
2019
Q4 		$757K Buy
+2,536
New +$715K 0.57% 41

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

Total Clarity Wealth Management's MA Position: Q2 2026 in Review

Total Clarity Wealth Management reduced its Mastercard (MA) stake by 11% in Q2 2026, selling an estimated $90.7K and leaving 1,434 shares worth $736K. The position accounts for 0.14% of the portfolio, ranked #165.

Total Clarity Wealth Management first reported a position in MA in Q4 2019 and has held it in 27 quarters since. The position peaked at $937K in Q4 2025. 3,599 funds tracked by Wall St. Rank hold MA as of Q2 2026.

  • Total Clarity Wealth Management held 1,434 shares of Mastercard worth $736K as of Q2 2026.
  • Total Clarity Wealth Management sold 182 Mastercard shares in Q2 2026, an estimated $90.7K.
  • Mastercard made up 0.14% of Total Clarity Wealth Management's portfolio in Q2 2026, its #165 holding.
  • Total Clarity Wealth Management first reported a position in Mastercard in Q4 2019 and has held it in 27 quarters since.
  • Total Clarity Wealth Management's Mastercard position peaked at $937K in Q4 2025.
  • 3,599 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

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