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True Link Financial Advisors’s Mastercard MA Stock Holding History

True Link Financial 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
2026
Q2 		– Sell
-7
Closed -$3.5K – 267
2026
Q1 		$3.5K Buy
+7
New +$3.69K ﹤0.01% 385
2022
Q1 		– Sell
-64
Closed -$23K – 214
2021
Q4 		$23K Hold
64
– – ﹤0.01% 556
2021
Q3 		$22K Hold
64
– – ﹤0.01% 561
2021
Q2 		$23K Buy
+64
New +$23.8K ﹤0.01% 497

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

True Link Financial Advisors's MA Position: Q2 2026 in Review

True Link Financial Advisors sold out of Mastercard (MA) in Q2 2026, closing a stake of 7 shares — an estimated $3.5K sold.

True Link Financial Advisors first reported a position in MA in Q2 2021 and held it in 4 quarters. The position peaked at $23K in Q4 2021. 3,588 funds tracked by Wall St. Rank hold MA as of Q2 2026.

  • True Link Financial Advisors reported no remaining Mastercard position as of Q2 2026 after selling out during the quarter.
  • True Link Financial Advisors sold 7 Mastercard shares in Q2 2026, an estimated $3.5K.
  • True Link Financial Advisors first reported a position in Mastercard in Q2 2021 and held it in 4 quarters.
  • True Link Financial Advisors's Mastercard position peaked at $23K in Q4 2021.
  • 3,588 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on True Link Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.