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Westbourne Investments’s Mastercard MA Stock Holding History

Westbourne 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 		$259K Buy
+505
New +$252K 0.11% 119
2026
Q1 		– Sell
-405
Closed -$231K – 156
2025
Q4 		$231K Buy
+405
New +$226K 0.11% 126

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 Investments's MA Position: Q2 2026 in Review

Westbourne Investments opened a new position in Mastercard (MA) in Q2 2026: 505 shares worth $259K. The stake represents 0.11% of the portfolio and ranks #119 among its holdings. This is a return to the name: Westbourne Investments previously reported a position in MA as recently as Q4 2025.

Westbourne Investments first reported a position in MA in Q4 2025 and has held it in 2 quarters since. 3,613 funds tracked by Wall St. Rank hold MA as of Q2 2026.

  • Westbourne Investments held 505 shares of Mastercard worth $259K as of Q2 2026.
  • Mastercard was a new Westbourne Investments position in Q2 2026.
  • Mastercard made up 0.11% of Westbourne Investments's portfolio in Q2 2026, its #119 holding.
  • Westbourne Investments first reported a position in Mastercard in Q4 2025 and has held it in 2 quarters since.
  • 3,613 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on Westbourne Investments's 13F filing for Q2 2026, filed 11 Aug 2026.