West Financial Advisors’s Mastercard MA Stock Holding History

West Financial 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
2026 Q1	–	Sell	-12	Closed	-$6.85K	–	221
2025 Q4	$6.85K	Buy	+12	New	+$6.71K	﹤0.01%	160
2022 Q4	–	Sell	-500	Closed	-$142K	–	188
2022 Q3	$142K	Hold	500	–	–	0.04%	64
2022 Q2	$158K	Sell	500 -22	-4%	-$7.58K	0.05%	59
2022 Q1	$187K	Buy	522 +22	+4%	+$7.91K	0.05%	61
2021 Q4	$180K	Hold	500	–	–	0.05%	63
2021 Q3	$174K	Hold	500	–	–	0.05%	57
2021 Q2	$183K	Hold	500	–	–	0.06%	50
2021 Q1	$178K	Hold	500	–	–	0.06%	49
2020 Q4	$178K	Buy	+500	New	+$166K	0.06%	48

Other funds holding MA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $33.7B AUM 8.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

West Financial Advisors's MA Position: Q1 2026 in Review

West Financial Advisors sold out of Mastercard (MA) in Q1 2026, closing a stake of 12 shares — an estimated $6.85K sold.

West Financial Advisors first reported a position in MA in Q4 2020 and held it in 9 quarters. The position peaked at $187K in Q1 2022. 3,600 funds tracked by Wall St. Rank hold MA as of Q1 2026.

West Financial Advisors reported no remaining Mastercard position as of Q1 2026 after selling out during the quarter.
West Financial Advisors sold 12 Mastercard shares in Q1 2026, an estimated $6.85K.
West Financial Advisors first reported a position in Mastercard in Q4 2020 and held it in 9 quarters.
West Financial Advisors's Mastercard position peaked at $187K in Q1 2022.
3,600 funds tracked by Wall St. Rank held Mastercard as of Q1 2026.

Based on West Financial Advisors's 13F filing for Q1 2026, filed 8 Apr 2026.