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West Family Investments’s Mastercard MA Stock Holding History

West Family Investments’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 		$1.52M Buy
2,951
+44
+2% +$21.9K 0.44% 34
2026
Q1 		$1.45M Sell
2,907
-1,959
-40% -$1.03M 0.51% 35
2025
Q4 		$2.78M Sell
4,866
-42
-0.9% -$23.5K 0.65% 24
2025
Q3 		$2.79M Buy
4,908
+44
+0.9% +$25.3K 0.62% 25
2025
Q2 		$2.73M Buy
4,864
+1,915
+65% +$1.06M 0.71% 20
2025
Q1 		$1.62M Hold
2,949
– – 0.61% 29
2024
Q4 		$1.55M Sell
2,949
-23
-0.8% -$11.9K 0.54% 31
2024
Q3 		$1.47M Sell
2,972
-5,494
-65% -$2.55M 0.5% 38
2024
Q2 		$3.73M Sell
8,466
-11
-0.1% -$5.01K 1.12% 26
2024
Q1 		$4.08M Buy
8,477
+97
+1% +$44.3K 1.27% 24
2023
Q4 		$3.57M Hold
8,380
– – 1.21% 22
2023
Q3 		$3.32M Hold
8,380
– – 1.16% 23
2023
Q2 		$3.3M Sell
8,380
-20
-0.2% -$7.5K 1.28% 19
2023
Q1 		$3.05M Buy
8,400
+6
+0.1% +$2.18K 1.21% 21
2022
Q4 		$2.92M Sell
8,394
-3
-0% -$987 1% 22
2022
Q3 		$2.39M Buy
8,397
+1,742
+26% +$577K 0.99% 20
2022
Q2 		$2.1M Sell
6,655
-1,859
-22% -$640K 0.83% 24
2022
Q1 		$3.04M Buy
8,514
+283
+3% +$102K 0.87% 22
2021
Q4 		$2.96M Sell
8,231
-198
-2% -$68.5K 0.81% 22
2021
Q3 		$2.93M Buy
8,429
+254
+3% +$92.4K 0.76% 21
2021
Q2 		$2.98M Buy
+8,175
New +$3.04M 0.81% 18

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 Family Investments's MA Position: Q2 2026 in Review

West Family Investments increased its Mastercard (MA) stake by 1.5% in Q2 2026, buying an estimated $21.9K and bringing the position to 2,951 shares worth $1.52M. The position accounts for 0.44% of the portfolio, ranked #34.

West Family Investments first reported a position in MA in Q2 2021 and has held it in 21 quarters since. The position peaked at $4.08M in Q1 2024. 3,599 funds tracked by Wall St. Rank hold MA as of Q2 2026.

  • West Family Investments held 2,951 shares of Mastercard worth $1.52M as of Q2 2026.
  • West Family Investments bought 44 Mastercard shares in Q2 2026, an estimated $21.9K.
  • Mastercard made up 0.44% of West Family Investments's portfolio in Q2 2026, its #34 holding.
  • West Family Investments first reported a position in Mastercard in Q2 2021 and has held it in 21 quarters since.
  • West Family Investments's Mastercard position peaked at $4.08M in Q1 2024.
  • 3,599 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on West Family Investments's 13F filing for Q2 2026, filed 10 Aug 2026.