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West Michigan Advisors’s Mastercard MA Stock Holding History

West Michigan 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
Q2 		$392K Sell
764
-63
-8% -$31.4K 0.07% 207
2026
Q1 		$413K Buy
827
+113
+16% +$59.5K 0.09% 191
2025
Q4 		$408K Buy
714
+34
+5% +$19K 0.09% 179
2025
Q3 		$387K Buy
680
+97
+17% +$55.7K 0.09% 179
2025
Q2 		$328K Buy
583
+11
+2% +$6.08K 0.09% 159
2025
Q1 		$314K Sell
572
-15
-3% -$8.17K 0.1% 148
2024
Q4 		$309K Sell
587
-6
-1% -$3.11K 0.09% 146
2024
Q3 		$293K Sell
593
-17
-3% -$7.91K 0.09% 150
2024
Q2 		$269K Sell
610
-36
-6% -$16.4K 0.09% 150
2024
Q1 		$311K Buy
646
+25
+4% +$11.4K 0.1% 129
2023
Q4 		$265K Buy
621
+7
+1% +$2.81K 0.1% 126
2023
Q3 		$243K Sell
614
-11
-2% -$4.42K 0.13% 123
2023
Q2 		$246K Sell
625
-84
-12% -$31.5K 0.1% 176
2023
Q1 		$258K Buy
+709
New +$258K 0.15% 113
2022
Q2 		– Sell
-607
Closed -$217K – 131
2022
Q1 		$217K Buy
+607
New +$218K 0.15% 118

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 $3.38T AUM 44.17% 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 Michigan Advisors's MA Position: Q2 2026 in Review

West Michigan Advisors reduced its Mastercard (MA) stake by 7.6% in Q2 2026, selling an estimated $31.4K and leaving 764 shares worth $392K. The position accounts for 0.07% of the portfolio, ranked #207.

West Michigan Advisors first reported a position in MA in Q1 2022 and has held it in 15 quarters since. The position peaked at $413K in Q1 2026. 3,631 funds tracked by Wall St. Rank hold MA as of Q2 2026.

  • West Michigan Advisors held 764 shares of Mastercard worth $392K as of Q2 2026.
  • West Michigan Advisors sold 63 Mastercard shares in Q2 2026, an estimated $31.4K.
  • Mastercard made up 0.07% of West Michigan Advisors's portfolio in Q2 2026, its #207 holding.
  • West Michigan Advisors first reported a position in Mastercard in Q1 2022 and has held it in 15 quarters since.
  • West Michigan Advisors's Mastercard position peaked at $413K in Q1 2026.
  • 3,631 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on West Michigan Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.