VFP
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Vilga Financial Planning’s Mastercard MA Stock Holding History

Vilga Financial Planning’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
-485
Closed -$242K – 95
2026
Q1 		$242K Sell
485
-54
-10% -$28.4K 0.22% 73
2025
Q4 		$308K Buy
+539
New +$301K 0.29% 60

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

Vilga Financial Planning's MA Position: Q2 2026 in Review

Vilga Financial Planning sold out of Mastercard (MA) in Q2 2026, closing a stake of 485 shares — an estimated $242K sold.

Vilga Financial Planning first reported a position in MA in Q4 2025 and held it in 2 quarters. The position peaked at $308K in Q4 2025. 3,587 funds tracked by Wall St. Rank hold MA as of Q2 2026.

  • Vilga Financial Planning reported no remaining Mastercard position as of Q2 2026 after selling out during the quarter.
  • Vilga Financial Planning sold 485 Mastercard shares in Q2 2026, an estimated $242K.
  • Vilga Financial Planning first reported a position in Mastercard in Q4 2025 and held it in 2 quarters.
  • Vilga Financial Planning's Mastercard position peaked at $308K in Q4 2025.
  • 3,587 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on Vilga Financial Planning's 13F filing for Q2 2026, filed 9 Jul 2026.