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Vance Wealth’s Mastercard MA Stock Holding History

Vance Wealth’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 		$266K Buy
533
+82
+18% +$43.2K 0.08% 102
2025
Q4 		$257K Sell
451
-15
-3% -$8.38K 0.08% 103
2025
Q3 		$265K Sell
466
-5
-1% -$2.87K 0.08% 99
2025
Q2 		$265K Buy
471
+73
+18% +$40.4K 0.09% 96
2025
Q1 		$218K Buy
+398
New +$217K 0.08% 96

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

Vance Wealth's MA Position: Q1 2026 in Review

Vance Wealth increased its Mastercard (MA) stake by 18% in Q1 2026, buying an estimated $43.2K and bringing the position to 533 shares worth $266K. The position accounts for 0.08% of the portfolio, ranked #102.

Vance Wealth first reported a position in MA in Q1 2025 and has held it in 5 quarters since. 3,599 funds tracked by Wall St. Rank hold MA as of Q1 2026.

  • Vance Wealth held 533 shares of Mastercard worth $266K as of Q1 2026.
  • Vance Wealth bought 82 Mastercard shares in Q1 2026, an estimated $43.2K.
  • Mastercard made up 0.08% of Vance Wealth's portfolio in Q1 2026, its #102 holding.
  • Vance Wealth first reported a position in Mastercard in Q1 2025 and has held it in 5 quarters since.
  • 3,599 funds tracked by Wall St. Rank held Mastercard as of Q1 2026.

Based on Vance Wealth's 13F filing for Q1 2026, filed 15 May 2026.