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Visionary Wealth Advisors’s Mastercard MA Stock Holding History

Visionary Wealth 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
Q2 		$2.63M Sell
5,123
-45
-0.9% -$22.4K 0.1% 180
2026
Q1 		$2.58M Sell
5,168
-161
-3% -$84.8K 0.11% 174
2025
Q4 		$3.04M Buy
5,329
+41
+0.8% +$22.9K 0.14% 156
2025
Q3 		$3.01M Sell
5,288
-11
-0.2% -$6.32K 0.14% 154
2025
Q2 		$2.98M Sell
5,299
-266
-5% -$147K 0.15% 154
2025
Q1 		$3.05M Buy
5,565
+19
+0.3% +$10.3K 0.18% 133
2024
Q4 		$2.92M Buy
5,546
+479
+9% +$248K 0.17% 138
2024
Q3 		$2.5M Sell
5,067
-2,370
-32% -$1.1M 0.15% 151
2024
Q2 		$3.28M Buy
7,437
+3,330
+81% +$1.52M 0.21% 116
2024
Q1 		$1.98M Sell
4,107
-362
-8% -$165K 0.13% 169
2023
Q4 		$1.91M Sell
4,469
-842
-16% -$338K 0.14% 157
2023
Q3 		$2.1M Buy
5,311
+27
+0.5% +$10.8K 0.17% 137
2023
Q2 		$2.08M Buy
5,284
+1,052
+25% +$395K 0.17% 139
2023
Q1 		$1.54M Buy
4,232
+224
+6% +$81.4K 0.13% 155
2022
Q4 		$1.39M Buy
4,008
+200
+5% +$65.8K 0.13% 151
2022
Q3 		$1.08M Sell
3,808
-539
-12% -$179K 0.11% 157
2022
Q2 		$1.37M Sell
4,347
-202
-4% -$69.6K 0.12% 150
2022
Q1 		$1.63M Buy
4,549
+1,850
+69% +$665K 0.13% 142
2021
Q4 		$970K Sell
2,699
-4
-0.1% -$1.38K 0.08% 167
2021
Q3 		$940K Buy
2,703
+1,043
+63% +$379K 0.1% 141
2021
Q2 		$606K Sell
1,660
-22
-1% -$8.18K 0.06% 184
2021
Q1 		$599K Sell
1,682
-67
-4% -$23.4K 0.06% 183
2020
Q4 		$624K Buy
1,749
+1,021
+140% +$340K 0.07% 169
2020
Q3 		$246K Sell
728
-75
-9% -$24.4K 0.03% 217
2020
Q2 		$237K Buy
+803
New +$226K 0.04% 203
2020
Q1 		– Sell
-733
Closed -$219K – 216
2019
Q4 		$219K Buy
+733
New +$207K 0.04% 196

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

Visionary Wealth Advisors's MA Position: Q2 2026 in Review

Visionary Wealth Advisors reduced its Mastercard (MA) stake by 0.87% in Q2 2026, selling an estimated $22.4K and leaving 5,123 shares worth $2.63M. The position accounts for 0.1% of the portfolio, ranked #180.

Visionary Wealth Advisors first reported a position in MA in Q4 2019 and has held it in 26 quarters since. The position peaked at $3.28M in Q2 2024. 3,599 funds tracked by Wall St. Rank hold MA as of Q2 2026.

  • Visionary Wealth Advisors held 5,123 shares of Mastercard worth $2.63M as of Q2 2026.
  • Visionary Wealth Advisors sold 45 Mastercard shares in Q2 2026, an estimated $22.4K.
  • Mastercard made up 0.1% of Visionary Wealth Advisors's portfolio in Q2 2026, its #180 holding.
  • Visionary Wealth Advisors first reported a position in Mastercard in Q4 2019 and has held it in 26 quarters since.
  • Visionary Wealth Advisors's Mastercard position peaked at $3.28M in Q2 2024.
  • 3,599 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.