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Westside Investment Management’s Mastercard MA Stock Holding History

Westside Investment Management’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 		$223K Hold
434
– – 0.03% 293
2026
Q1 		$214K Hold
434
– – 0.03% 291
2025
Q4 		$245K Buy
434
+27
+7% +$15.1K 0.04% 249
2025
Q3 		$234K Buy
407
+187
+85% +$107K 0.04% 261
2025
Q2 		$124K Buy
220
+176
+400% +$97.3K 0.02% 312
2025
Q1 		$24.1K Hold
44
– – 0.01% 527
2024
Q4 		$23.2K Hold
44
– – ﹤0.01% 533
2024
Q3 		$20.7K Hold
44
– – ﹤0.01% 575
2024
Q2 		$19.4K Buy
44
+33
+300% +$15K ﹤0.01% 553
2024
Q1 		$5.3K Hold
11
– – ﹤0.01% 719
2023
Q4 		$4.69K Hold
11
– – ﹤0.01% 701
2023
Q3 		$4.36K Hold
11
– – ﹤0.01% 706
2023
Q2 		$4.33K Hold
11
– – ﹤0.01% 713
2023
Q1 		$4K Hold
11
– – ﹤0.01% 723
2022
Q4 		$3 Hold
11
– – ﹤0.01% 742
2022
Q3 		$3 Hold
11
– – ﹤0.01% 745
2022
Q2 		$3 Sell
11
-12
-52% -$4.13K ﹤0.01% 737
2022
Q1 		$8 Hold
23
– – ﹤0.01% 637
2021
Q4 		$8 Hold
23
– – ﹤0.01% 616
2021
Q3 		$7 Hold
23
– – ﹤0.01% 618
2021
Q2 		$8 Hold
23
– – ﹤0.01% 599
2021
Q1 		$8 Hold
23
– – ﹤0.01% 584
2020
Q4 		$8 Buy
23
+12
+109% +$3.99K ﹤0.01% 518
2020
Q3 		$3 Hold
11
– – ﹤0.01% 593
2020
Q2 		$3 Hold
11
– – ﹤0.01% 581
2020
Q1 		$2 Buy
+11
New +$3.27K ﹤0.01% 597
2019
Q2 		$2 Buy
+11
New +$2.75K ﹤0.01% 611
2018
Q4 		– Sell
-82
Closed -$18.3K – 760
2018
Q3 		$18.3K Hold
82
– – 0.01% 376
2018
Q2 		$16.2K Sell
82
-20
-20% -$3.76K 0.01% 450
2018
Q1 		$17.5K Buy
+102
New +$17.4K 0.01% 409

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

Westside Investment Management's MA Position: Q2 2026 in Review

Westside Investment Management held its Mastercard (MA) position steady in Q2 2026 at 434 shares worth $223K. The position accounts for 0.03% of the portfolio, ranked #293.

Westside Investment Management first reported a position in MA in Q1 2018 and has held it in 30 quarters since. The position peaked at $245K in Q4 2025. 3,592 funds tracked by Wall St. Rank hold MA as of Q2 2026.

  • Westside Investment Management held 434 shares of Mastercard worth $223K as of Q2 2026.
  • Westside Investment Management left its Mastercard share count unchanged in Q2 2026.
  • Mastercard made up 0.03% of Westside Investment Management's portfolio in Q2 2026, its #293 holding.
  • Westside Investment Management first reported a position in Mastercard in Q1 2018 and has held it in 30 quarters since.
  • Westside Investment Management's Mastercard position peaked at $245K in Q4 2025.
  • 3,592 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

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