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Tower Wealth Partners’s Mastercard MA Stock Holding History

Tower Wealth Partners’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 		$235K Sell
458
-18
-4% -$8.97K 0.12% 84
2026
Q1 		$238K Sell
476
-25
-5% -$13.2K 0.13% 80
2025
Q4 		$286K Buy
501
+131
+35% +$73.2K 0.16% 67
2025
Q3 		$210K Buy
+370
New +$212K 0.12% 89
2025
Q1 		– Sell
-415
Closed -$219K – 81
2024
Q4 		$219K Buy
+415
New +$215K 0.11% 67

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

Tower Wealth Partners's MA Position: Q2 2026 in Review

Tower Wealth Partners reduced its Mastercard (MA) stake by 3.8% in Q2 2026, selling an estimated $8.97K and leaving 458 shares worth $235K. The position accounts for 0.12% of the portfolio, ranked #84.

Tower Wealth Partners first reported a position in MA in Q4 2024 and has held it in 5 quarters since. The position peaked at $286K in Q4 2025. 3,617 funds tracked by Wall St. Rank hold MA as of Q2 2026.

  • Tower Wealth Partners held 458 shares of Mastercard worth $235K as of Q2 2026.
  • Tower Wealth Partners sold 18 Mastercard shares in Q2 2026, an estimated $8.97K.
  • Mastercard made up 0.12% of Tower Wealth Partners's portfolio in Q2 2026, its #84 holding.
  • Tower Wealth Partners first reported a position in Mastercard in Q4 2024 and has held it in 5 quarters since.
  • Tower Wealth Partners's Mastercard position peaked at $286K in Q4 2025.
  • 3,617 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on Tower Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.