Wescott Financial Advisory Group’s Mastercard MA Stock Holding History

Wescott Financial Advisory Group’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	$208K	Buy	+405	New	+$202K	0.02%	190

Other funds holding MA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.1B AUM 8.22% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wescott Financial Advisory Group's MA Position: Q2 2026 in Review

Wescott Financial Advisory Group opened a new position in Mastercard (MA) in Q2 2026: 405 shares worth $208K. The stake represents 0.02% of the portfolio and ranks #190 among its holdings.

3,592 funds tracked by Wall St. Rank hold MA as of Q2 2026.

Wescott Financial Advisory Group held 405 shares of Mastercard worth $208K as of Q2 2026.
Mastercard was a new Wescott Financial Advisory Group position in Q2 2026.
Mastercard made up 0.02% of Wescott Financial Advisory Group's portfolio in Q2 2026, its #190 holding.
3,592 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.