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Walden Wealth Partners’s Mastercard MA Stock Holding History

Walden 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
2024
Q2 		$615K Hold
1,395
– – 0.34% 43
2024
Q1 		$655K Hold
1,395
– – 0.38% 41
2023
Q4 		$595K Buy
+1,395
New +$560K 0.37% 42

Other funds holding MA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Walden Wealth Partners's MA Position: Q2 2024 in Review

Walden Wealth Partners held its Mastercard (MA) position steady in Q2 2024 at 1,395 shares worth $615K. The position accounts for 0.34% of the portfolio, ranked #43.

Walden Wealth Partners first reported a position in MA in Q4 2023 and has held it in 3 quarters since. The position peaked at $655K in Q1 2024. 3,111 funds tracked by Wall St. Rank hold MA as of Q2 2024.

  • Walden Wealth Partners held 1,395 shares of Mastercard worth $615K as of Q2 2024.
  • Walden Wealth Partners left its Mastercard share count unchanged in Q2 2024.
  • Mastercard made up 0.34% of Walden Wealth Partners's portfolio in Q2 2024, its #43 holding.
  • Walden Wealth Partners first reported a position in Mastercard in Q4 2023 and has held it in 3 quarters since.
  • Walden Wealth Partners's Mastercard position peaked at $655K in Q1 2024.
  • 3,111 funds tracked by Wall St. Rank held Mastercard as of Q2 2024.

Based on Walden Wealth Partners's 13F filing for Q2 2024, filed 11 Jul 2024.