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Wealthspire Advisors (New York)’s Mastercard MA Stock Holding History

Wealthspire Advisors (New York)’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 		$7.8M Sell
15,617
-3,787
-20% -$1.99M 0.06% 132
2025
Q4 		$11.1M Buy
19,404
+5,239
+37% +$2.93M 0.09% 110
2025
Q3 		$8.06M Sell
14,165
-911
-6% -$523K 0.04% 129
2025
Q2 		$8.47M Sell
15,076
-193
-1% -$107K 0.05% 133
2025
Q1 		$8.37M Sell
15,269
-202
-1% -$110K 0.05% 129
2024
Q4 		$8.15M Buy
15,471
+544
+4% +$282K 0.08% 118
2024
Q3 		$7.37M Buy
14,927
+1,207
+9% +$561K 0.08% 125
2024
Q2 		$6.05M Buy
13,720
+72
+0.5% +$32.8K 0.08% 103
2024
Q1 		$6.57M Sell
13,648
-595
-4% -$272K 0.09% 99
2023
Q4 		$6.07M Buy
14,243
+1,163
+9% +$467K 0.09% 105
2023
Q3 		$5.18M Buy
13,080
+3,729
+40% +$1.5M 0.09% 103
2023
Q2 		$3.68M Buy
9,351
+596
+7% +$224K 0.06% 110
2023
Q1 		$3.18M Sell
8,755
-2,388
-21% -$867K 0.05% 117
2022
Q4 		$3.87M Buy
11,143
+1,383
+14% +$455K 0.07% 112
2022
Q3 		$2.77M Buy
9,760
+754
+8% +$250K 0.06% 118
2022
Q2 		$2.84M Buy
9,006
+3,943
+78% +$1.36M 0.06% 118
2022
Q1 		$1.81M Sell
5,063
-5,052
-50% -$1.82M 0.04% 134
2021
Q4 		$3.63M Sell
10,115
-1,202
-11% -$416K 0.08% 95
2021
Q3 		$3.94M Buy
11,317
+1,367
+14% +$497K 0.08% 106
2021
Q2 		$3.63M Sell
9,950
-18,296
-65% -$6.8M 0.1% 78
2021
Q1 		$10.1M Buy
28,246
+368
+1% +$128K 0.24% 54
2020
Q4 		$9.95M Buy
27,878
+13,805
+98% +$4.59M 0.3% 48
2020
Q3 		$4.76M Buy
14,073
+1,505
+12% +$489K 0.28% 46
2020
Q2 		$3.72M Sell
12,568
-18,731
-60% -$5.28M 0.26% 46
2020
Q1 		$7.56M Buy
31,299
+24,408
+354% +$7.26M 0.32% 47
2019
Q4 		$2.06M Buy
6,891
+547
+9% +$154K 0.15% 40
2019
Q3 		$1.72M Buy
6,344
+2,907
+85% +$801K 0.14% 33
2019
Q2 		$909K Buy
+3,437
New +$860K 0.08% 35
2019
Q1 		– Sell
-869
Closed -$164K – 486
2018
Q4 		$164K Buy
+869
New +$173K 0.02% 75

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

Wealthspire Advisors (New York)'s MA Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its Mastercard (MA) stake by 20% in Q1 2026, selling an estimated $1.99M and leaving 15,617 shares worth $7.8M. The position accounts for 0.06% of the portfolio, ranked #132.

Wealthspire Advisors (New York) first reported a position in MA in Q4 2018 and has held it in 29 quarters since. The position peaked at $11.1M in Q4 2025. 3,603 funds tracked by Wall St. Rank hold MA as of Q1 2026.

  • Wealthspire Advisors (New York) held 15,617 shares of Mastercard worth $7.8M as of Q1 2026.
  • Wealthspire Advisors (New York) sold 3,787 Mastercard shares in Q1 2026, an estimated $1.99M.
  • Mastercard made up 0.06% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #132 holding.
  • Wealthspire Advisors (New York) first reported a position in Mastercard in Q4 2018 and has held it in 29 quarters since.
  • Wealthspire Advisors (New York)'s Mastercard position peaked at $11.1M in Q4 2025.
  • 3,603 funds tracked by Wall St. Rank held Mastercard as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.