WI
MA icon

Wealth Intelligence’s Mastercard MA Stock Holding History

Wealth Intelligence’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 		$1.05M Sell
2,049
-830
-29% -$414K 0.49% 42
2026
Q1 		$1.44M Buy
2,879
+92
+3% +$48.5K 0.69% 34
2025
Q4 		$1.59M Buy
+2,787
New +$1.56M 0.79% 29

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

Wealth Intelligence's MA Position: Q2 2026 in Review

Wealth Intelligence reduced its Mastercard (MA) stake by 29% in Q2 2026, selling an estimated $414K and leaving 2,049 shares worth $1.05M. The position accounts for 0.49% of the portfolio, ranked #42.

Wealth Intelligence first reported a position in MA in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.59M in Q4 2025. 3,606 funds tracked by Wall St. Rank hold MA as of Q2 2026.

  • Wealth Intelligence held 2,049 shares of Mastercard worth $1.05M as of Q2 2026.
  • Wealth Intelligence sold 830 Mastercard shares in Q2 2026, an estimated $414K.
  • Mastercard made up 0.49% of Wealth Intelligence's portfolio in Q2 2026, its #42 holding.
  • Wealth Intelligence first reported a position in Mastercard in Q4 2025 and has held it in 3 quarters since.
  • Wealth Intelligence's Mastercard position peaked at $1.59M in Q4 2025.
  • 3,606 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on Wealth Intelligence's 13F filing for Q2 2026, filed 13 Jul 2026.