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White Knight Strategic Wealth Advisors’s Mastercard MA Stock Holding History

White Knight Strategic Wealth 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 		$1.02M Buy
1,989
+21
+1% +$10.5K 0.72% 35
2026
Q1 		$983K Buy
1,968
+278
+16% +$146K 0.83% 27
2025
Q4 		$965K Sell
1,690
-33
-2% -$18.4K 0.71% 33
2025
Q3 		$980K Sell
1,723
-18
-1% -$10.3K 0.77% 30
2025
Q2 		$978K Sell
1,741
-60
-3% -$33.2K 0.83% 30
2025
Q1 		$987K Sell
1,801
-1,957
-52% -$1.07M 0.91% 27
2024
Q4 		$1.98M Buy
3,758
+1,854
+97% +$960K 0.83% 26
2024
Q3 		$940K Buy
1,904
+275
+17% +$128K 0.85% 27
2024
Q2 		$719K Hold
1,629
– – 0.72% 33
2024
Q1 		$784K Sell
1,629
-50
-3% -$22.9K 0.82% 28
2023
Q4 		$716K Hold
1,679
– – 0.82% 29
2023
Q3 		$665K Sell
1,679
-170
-9% -$68.2K 0.88% 27
2023
Q2 		$727K Sell
1,849
-135
-7% -$50.7K 0.85% 29
2023
Q1 		$721K Sell
1,984
-142
-7% -$51.6K 0.91% 27
2022
Q4 		$739K Sell
2,126
-95
-4% -$31.3K 1.01% 26
2022
Q3 		$632K Sell
2,221
-65
-3% -$21.5K 0.9% 28
2022
Q2 		$721K Buy
2,286
+40
+2% +$13.8K 1% 28
2022
Q1 		$803K Sell
2,246
-363
-14% -$130K 0.87% 30
2021
Q4 		$937K Buy
+2,609
New +$902K 0.98% 29

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

White Knight Strategic Wealth Advisors's MA Position: Q2 2026 in Review

White Knight Strategic Wealth Advisors increased its Mastercard (MA) stake by 1.1% in Q2 2026, buying an estimated $10.5K and bringing the position to 1,989 shares worth $1.02M. The position accounts for 0.72% of the portfolio, ranked #35.

White Knight Strategic Wealth Advisors first reported a position in MA in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.98M in Q4 2024. 3,631 funds tracked by Wall St. Rank hold MA as of Q2 2026.

  • White Knight Strategic Wealth Advisors held 1,989 shares of Mastercard worth $1.02M as of Q2 2026.
  • White Knight Strategic Wealth Advisors bought 21 Mastercard shares in Q2 2026, an estimated $10.5K.
  • Mastercard made up 0.72% of White Knight Strategic Wealth Advisors's portfolio in Q2 2026, its #35 holding.
  • White Knight Strategic Wealth Advisors first reported a position in Mastercard in Q4 2021 and has held it in 19 quarters since.
  • White Knight Strategic Wealth Advisors's Mastercard position peaked at $1.98M in Q4 2024.
  • 3,631 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on White Knight Strategic Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.