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West Branch Capital’s Mastercard MA Stock Holding History

West Branch Capital’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 		$4.43M Buy
8,619
+139
+2% +$69.3K 1.03% 28
2026
Q1 		$4.24M Buy
8,480
+187
+2% +$98.5K 1.13% 24
2025
Q4 		$4.73M Buy
8,293
+203
+3% +$113K 1.22% 22
2025
Q3 		$4.6M Buy
8,090
+223
+3% +$128K 1.21% 23
2025
Q2 		$4.42M Buy
7,867
+198
+3% +$109K 1.31% 21
2025
Q1 		$4.2M Buy
7,669
+756
+11% +$412K 1.4% 21
2024
Q4 		$3.64M Buy
6,913
+682
+11% +$353K 1.16% 20
2024
Q3 		$3.08M Buy
6,231
+275
+5% +$128K 1.06% 22
2024
Q2 		$2.63M Buy
5,956
+176
+3% +$80.2K 0.98% 22
2024
Q1 		$2.78M Buy
5,780
+431
+8% +$197K 1.12% 22
2023
Q4 		$2.28M Buy
5,349
+265
+5% +$106K 1.07% 21
2023
Q3 		$2.01M Sell
5,084
-2
-0% -$803 1.06% 20
2023
Q2 		$2M Buy
5,086
+200
+4% +$75K 1% 23
2023
Q1 		$1.78M Sell
4,886
-18
-0.4% -$6.54K 0.99% 24
2022
Q4 		$1.71M Sell
4,904
-25
-0.5% -$8.23K 1.05% 24
2022
Q3 		$1.4M Sell
4,929
-173
-3% -$57.3K 0.87% 28
2022
Q2 		$1.61M Sell
5,102
-7
-0.1% -$2.41K 0.93% 26
2022
Q1 		$1.83M Sell
5,109
-275
-5% -$98.9K 0.87% 27
2021
Q4 		$1.94M Buy
5,384
+435
+9% +$150K 0.82% 34
2021
Q3 		$1.72M Buy
4,949
+19
+0.4% +$6.91K 0.83% 33
2021
Q2 		$1.8M Buy
4,930
+218
+5% +$81.1K 0.88% 30
2021
Q1 		$1.68M Sell
4,712
-230
-5% -$80.2K 0.98% 31
2020
Q4 		$1.76M Buy
4,942
+88
+2% +$29.3K 1.04% 29
2020
Q3 		$1.64M Buy
4,854
+547
+13% +$178K 1.05% 29
2020
Q2 		$1.27M Buy
4,307
+1,354
+46% +$382K 0.9% 34
2020
Q1 		$713K Sell
2,953
-13
-0.4% -$3.87K 0.68% 41
2019
Q4 		$886K Buy
2,966
+2,225
+300% +$627K 0.62% 43
2019
Q3 		$201K Buy
+741
New +$204K 0.15% 87

Other funds holding MA

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

West Branch Capital's MA Position: Q2 2026 in Review

West Branch Capital increased its Mastercard (MA) stake by 1.6% in Q2 2026, buying an estimated $69.3K and bringing the position to 8,619 shares worth $4.43M. The position accounts for 1.03% of the portfolio, ranked #28.

West Branch Capital first reported a position in MA in Q3 2019 and has held it in 28 quarters since. The position peaked at $4.73M in Q4 2025. 3,599 funds tracked by Wall St. Rank hold MA as of Q2 2026.

  • West Branch Capital held 8,619 shares of Mastercard worth $4.43M as of Q2 2026.
  • West Branch Capital bought 139 Mastercard shares in Q2 2026, an estimated $69.3K.
  • Mastercard made up 1.03% of West Branch Capital's portfolio in Q2 2026, its #28 holding.
  • West Branch Capital first reported a position in Mastercard in Q3 2019 and has held it in 28 quarters since.
  • West Branch Capital's Mastercard position peaked at $4.73M in Q4 2025.
  • 3,599 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.