WealthPLAN Partners
MA icon

WealthPLAN Partners’s Mastercard MA Stock Holding History

WealthPLAN 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
2026
Q3 		$55.1K Buy
+100
New +$56.2K 0.01% 223

Other funds holding MA

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Mastercard Foundation Asset Management (MFAM)
Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.7B AUM 3.08% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

WealthPLAN Partners's MA Position: Q3 2026 in Review

WealthPLAN Partners reduced its Mastercard (MA) stake by 0.34% in Q3 2026, selling an estimated $3.37K and leaving 1,773 shares worth $978K. The position accounts for 0.18% of the portfolio, ranked #106.

WealthPLAN Partners first reported a position in MA in Q1 2015 and has held it in 42 quarters since. The position peaked at $10.3M in Q1 2022. 3,228 funds tracked by Wall St. Rank hold MA as of Q3 2026.

  • WealthPLAN Partners held 1,773 shares of Mastercard worth $978K as of Q3 2026.
  • WealthPLAN Partners sold 6 Mastercard shares in Q3 2026, an estimated $3.37K.
  • Mastercard made up 0.18% of WealthPLAN Partners's portfolio in Q3 2026, its #106 holding.
  • WealthPLAN Partners first reported a position in Mastercard in Q1 2015 and has held it in 42 quarters since.
  • WealthPLAN Partners's Mastercard position peaked at $10.3M in Q1 2022.
  • 3,228 funds tracked by Wall St. Rank held Mastercard as of Q3 2026.

Based on WealthPLAN Partners's 13F filing for Q3 2026, filed 15 Oct 2026.