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Uniting Wealth Partners’s Mastercard MA Stock Holding History

Uniting 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 		$1.46M Buy
2,851
+20
+0.7% +$9.97K 0.3% 57
2026
Q1 		$1.41M Buy
2,831
+24
+0.9% +$12.6K 0.3% 56
2025
Q4 		$1.6M Buy
2,807
+3
+0.1% +$1.68K 0.49% 39
2025
Q3 		$1.59M Buy
2,804
+672
+32% +$386K 0.38% 52
2025
Q2 		$1.2M Hold
2,132
– – 0.46% 31
2025
Q1 		$1.17M Hold
2,132
– – 0.59% 26
2024
Q4 		$1.12M Buy
+2,132
New +$1.1M 0.54% 24

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

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

Uniting Wealth Partners increased its Mastercard (MA) stake by 0.71% in Q2 2026, buying an estimated $9.97K and bringing the position to 2,851 shares worth $1.46M. The position accounts for 0.3% of the portfolio, ranked #57.

Uniting Wealth Partners first reported a position in MA in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.6M in Q4 2025. 3,599 funds tracked by Wall St. Rank hold MA as of Q2 2026.

  • Uniting Wealth Partners held 2,851 shares of Mastercard worth $1.46M as of Q2 2026.
  • Uniting Wealth Partners bought 20 Mastercard shares in Q2 2026, an estimated $9.97K.
  • Mastercard made up 0.3% of Uniting Wealth Partners's portfolio in Q2 2026, its #57 holding.
  • Uniting Wealth Partners first reported a position in Mastercard in Q4 2024 and has held it in 7 quarters since.
  • Uniting Wealth Partners's Mastercard position peaked at $1.6M in Q4 2025.
  • 3,599 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on Uniting Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.