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Wealthstream Advisors’s Mastercard MA Stock Holding History

Wealthstream Advisors’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
2025
Q3 		$501K Buy
881
+64
+8% +$36.8K 0.08% 88
2025
Q2 		$459K Buy
817
+185
+29% +$102K 0.08% 87
2025
Q1 		$347K Buy
632
+18
+3% +$9.8K 0.06% 98
2024
Q4 		$323K Buy
614
+27
+5% +$14K 0.06% 102
2024
Q3 		$290K Buy
587
+64
+12% +$29.8K 0.05% 108
2024
Q2 		$231K Buy
523
+36
+7% +$16.4K 0.08% 121
2024
Q1 		$235K Buy
+487
New +$223K 0.09% 117

Other funds holding MA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Mastercard Foundation Asset Management (MFAM)
Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $33.7B AUM 8.48% 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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealthstream Advisors's MA Position: Q3 2025 in Review

Wealthstream Advisors increased its Mastercard (MA) stake by 7.8% in Q3 2025, buying an estimated $36.8K and bringing the position to 881 shares worth $501K. The position accounts for 0.08% of the portfolio, ranked #88.

Wealthstream Advisors first reported a position in MA in Q1 2024 and has held it in 7 quarters since. 3,505 funds tracked by Wall St. Rank hold MA as of Q3 2025.

  • Wealthstream Advisors held 881 shares of Mastercard worth $501K as of Q3 2025.
  • Wealthstream Advisors bought 64 Mastercard shares in Q3 2025, an estimated $36.8K.
  • Mastercard made up 0.08% of Wealthstream Advisors's portfolio in Q3 2025, its #88 holding.
  • Wealthstream Advisors first reported a position in Mastercard in Q1 2024 and has held it in 7 quarters since.
  • 3,505 funds tracked by Wall St. Rank held Mastercard as of Q3 2025.

Based on Wealthstream Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.