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Westbourne Investment Advisors’s Mastercard MA Stock Holding History

Westbourne Investment 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 		$200K Buy
+390
New +$194K 0.06% 115
2026
Q1 		– Sell
-390
Closed -$223K – 116
2025
Q4 		$223K Hold
390
– – 0.06% 108
2025
Q3 		$222K Buy
+390
New +$224K 0.06% 106

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

Westbourne Investment Advisors's MA Position: Q2 2026 in Review

Westbourne Investment Advisors opened a new position in Mastercard (MA) in Q2 2026: 390 shares worth $200K. The stake represents 0.06% of the portfolio and ranks #115 among its holdings. This is a return to the name: Westbourne Investment Advisors previously reported a position in MA as recently as Q4 2025.

Westbourne Investment Advisors first reported a position in MA in Q3 2025 and has held it in 3 quarters since. The position peaked at $223K in Q4 2025. 3,592 funds tracked by Wall St. Rank hold MA as of Q2 2026.

  • Westbourne Investment Advisors held 390 shares of Mastercard worth $200K as of Q2 2026.
  • Mastercard was a new Westbourne Investment Advisors position in Q2 2026.
  • Mastercard made up 0.06% of Westbourne Investment Advisors's portfolio in Q2 2026, its #115 holding.
  • Westbourne Investment Advisors first reported a position in Mastercard in Q3 2025 and has held it in 3 quarters since.
  • Westbourne Investment Advisors's Mastercard position peaked at $223K in Q4 2025.
  • 3,592 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on Westbourne Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.