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WealthShield Partners’s Mastercard MA Stock Holding History

WealthShield 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
Q1 		$2.14M Buy
4,273
+650
+18% +$342K 0.24% 121
2025
Q4 		$2.07M Sell
3,623
-262
-7% -$146K 0.23% 114
2025
Q3 		$2.21M Buy
3,885
+88
+2% +$50.5K 0.25% 109
2025
Q2 		$2.13M Buy
3,797
+156
+4% +$86.3K 0.26% 108
2025
Q1 		$2M Buy
+3,641
New +$1.98M 0.26% 108
2024
Q4 		– Sell
-527
Closed -$260K – 511
2024
Q3 		$260K Buy
+527
New +$245K 0.04% 259
2024
Q1 		– Sell
-527
Closed -$225K – 502
2023
Q4 		$225K Sell
527
-66
-11% -$26.5K 0.04% 269
2023
Q3 		$235K Hold
593
– – 0.04% 273
2023
Q2 		$233K Buy
+593
New +$223K 0.04% 274
2022
Q2 		– Sell
-1,317
Closed -$471K – 314
2022
Q1 		$471K Sell
1,317
-791
-38% -$284K 0.08% 240
2021
Q4 		$757K Buy
+2,108
New +$729K 0.13% 166
2021
Q3 		– Sell
-766
Closed -$280K – 521
2021
Q2 		$280K Buy
766
+83
+12% +$30.9K 0.04% 213
2021
Q1 		$243K Sell
683
-1,300
-66% -$454K 0.04% 236
2020
Q4 		$708K Buy
1,983
+129
+7% +$42.9K 0.13% 128
2020
Q3 		$627K Sell
1,854
-20
-1% -$6.5K 0.22% 104
2020
Q2 		$554K Buy
+1,874
New +$528K 0.26% 94

Other funds holding MA

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WealthShield Partners's MA Position: Q1 2026 in Review

WealthShield Partners increased its Mastercard (MA) stake by 18% in Q1 2026, buying an estimated $342K and bringing the position to 4,273 shares worth $2.14M. The position accounts for 0.24% of the portfolio, ranked #121.

WealthShield Partners first reported a position in MA in Q2 2020 and has held it in 16 quarters since. The position peaked at $2.21M in Q3 2025. 3,602 funds tracked by Wall St. Rank hold MA as of Q1 2026.

  • WealthShield Partners held 4,273 shares of Mastercard worth $2.14M as of Q1 2026.
  • WealthShield Partners bought 650 Mastercard shares in Q1 2026, an estimated $342K.
  • Mastercard made up 0.24% of WealthShield Partners's portfolio in Q1 2026, its #121 holding.
  • WealthShield Partners first reported a position in Mastercard in Q2 2020 and has held it in 16 quarters since.
  • WealthShield Partners's Mastercard position peaked at $2.21M in Q3 2025.
  • 3,602 funds tracked by Wall St. Rank held Mastercard as of Q1 2026.

Based on WealthShield Partners's 13F filing for Q1 2026, filed 1 May 2026.