Tyler-Stone Wealth Management’s Mastercard MA Stock Holding History

Tyler-Stone 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
2025 Q2	$1.53M	Buy	2,732 +119	+5%	+$65.8K	0.25%	81
2025 Q1	$1.43M	Sell	2,613 -91	-3%	-$49.5K	0.26%	79
2024 Q4	$1.42M	Sell	2,704 -906	-25%	-$469K	0.25%	77
2024 Q3	$1.78M	Buy	3,610 +1,816	+101%	+$845K	0.34%	64
2024 Q2	$791K	Sell	1,794 -246	-12%	-$112K	0.33%	57
2024 Q1	$982K	Hold	2,040	–	–	0.43%	44
2023 Q4	$870K	Hold	2,040	–	–	0.44%	47
2023 Q3	$808K	Buy	2,040 +121	+6%	+$48.6K	0.46%	45
2023 Q2	$755K	Buy	+1,919	New	+$720K	0.43%	49
2022 Q4	$886K	Hold	2,548	–	–	0.6%	38
2022 Q3	$725K	Hold	2,548	–	–	0.55%	39
2022 Q2	$804K	Sell	2,548 -283	-10%	-$97.5K	0.54%	40
2022 Q1	$1.01M	Sell	2,831 -223	-7%	-$80.2K	0.56%	40
2021 Q4	$1.1M	Buy	+3,054	New	+$1.06M	0.58%	37

Other funds holding MA

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $33.7B AUM 8.48% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Tyler-Stone Wealth Management's MA Position: Q2 2025 in Review

Tyler-Stone Wealth Management increased its Mastercard (MA) stake by 4.6% in Q2 2025, buying an estimated $65.8K and bringing the position to 2,732 shares worth $1.53M. The position accounts for 0.25% of the portfolio, ranked #81.

Tyler-Stone Wealth Management first reported a position in MA in Q4 2021 and has held it in 14 quarters since. The position peaked at $1.78M in Q3 2024. 3,527 funds tracked by Wall St. Rank hold MA as of Q2 2025.

Tyler-Stone Wealth Management held 2,732 shares of Mastercard worth $1.53M as of Q2 2025.
Tyler-Stone Wealth Management bought 119 Mastercard shares in Q2 2025, an estimated $65.8K.
Mastercard made up 0.25% of Tyler-Stone Wealth Management's portfolio in Q2 2025, its #81 holding.
Tyler-Stone Wealth Management first reported a position in Mastercard in Q4 2021 and has held it in 14 quarters since.
Tyler-Stone Wealth Management's Mastercard position peaked at $1.78M in Q3 2024.
3,527 funds tracked by Wall St. Rank held Mastercard as of Q2 2025.

Based on Tyler-Stone Wealth Management's 13F filing for Q2 2025, filed 18 Aug 2025.