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UP Strategic Wealth Investment Advisors’s Mastercard MA Stock Holding History

UP Strategic Wealth Investment 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
Q1 		$928K Sell
1,853
-276
-13% -$145K 0.58% 29
2025
Q4 		$1.17M Buy
2,129
+10
+0.5% +$5.59K 0.85% 22
2025
Q3 		$1.19M Sell
2,119
-235
-10% -$135K 0.89% 20
2025
Q2 		$1.32M Sell
2,354
-20
-0.8% -$11.1K 1.03% 16
2025
Q1 		$1.3M Buy
2,374
+165
+7% +$89.8K 1.16% 14
2024
Q4 		$1.16M Buy
2,209
+247
+13% +$128K 1.16% 14
2024
Q3 		$969K Buy
1,962
+186
+10% +$86.5K 1.08% 18
2024
Q2 		$784K Buy
1,776
+161
+10% +$73.3K 1.19% 18
2024
Q1 		$778K Hold
1,615
– – 1.27% 20
2023
Q4 		$689K Buy
+1,615
New +$649K 1.26% 20

Other funds holding MA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Mastercard Foundation Asset Management (MFAM)
Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $33.7B AUM 8.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UP Strategic Wealth Investment Advisors's MA Position: Q1 2026 in Review

UP Strategic Wealth Investment Advisors reduced its Mastercard (MA) stake by 13% in Q1 2026, selling an estimated $145K and leaving 1,853 shares worth $928K. The position accounts for 0.58% of the portfolio, ranked #29.

UP Strategic Wealth Investment Advisors first reported a position in MA in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.32M in Q2 2025. 3,602 funds tracked by Wall St. Rank hold MA as of Q1 2026.

  • UP Strategic Wealth Investment Advisors held 1,853 shares of Mastercard worth $928K as of Q1 2026.
  • UP Strategic Wealth Investment Advisors sold 276 Mastercard shares in Q1 2026, an estimated $145K.
  • Mastercard made up 0.58% of UP Strategic Wealth Investment Advisors's portfolio in Q1 2026, its #29 holding.
  • UP Strategic Wealth Investment Advisors first reported a position in Mastercard in Q4 2023 and has held it in 10 quarters since.
  • UP Strategic Wealth Investment Advisors's Mastercard position peaked at $1.32M in Q2 2025.
  • 3,602 funds tracked by Wall St. Rank held Mastercard as of Q1 2026.

Based on UP Strategic Wealth Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.