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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Mastercard Foundation Asset Management (MFAM)
Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $33.7B AUM 8.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

White Knight Strategic Wealth Advisors's MA Position: Q1 2026 in Review

White Knight Strategic Wealth Advisors increased its Mastercard (MA) stake by 16% in Q1 2026, buying an estimated $146K and bringing the position to 1,968 shares worth $983K. The position accounts for 0.83% of the portfolio, ranked #27.

White Knight Strategic Wealth Advisors first reported a position in MA in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.98M in Q4 2024. 3,599 funds tracked by Wall St. Rank hold MA as of Q1 2026.

  • White Knight Strategic Wealth Advisors held 1,968 shares of Mastercard worth $983K as of Q1 2026.
  • White Knight Strategic Wealth Advisors bought 278 Mastercard shares in Q1 2026, an estimated $146K.
  • Mastercard made up 0.83% of White Knight Strategic Wealth Advisors's portfolio in Q1 2026, its #27 holding.
  • White Knight Strategic Wealth Advisors first reported a position in Mastercard in Q4 2021 and has held it in 18 quarters since.
  • White Knight Strategic Wealth Advisors's Mastercard position peaked at $1.98M in Q4 2024.
  • 3,599 funds tracked by Wall St. Rank held Mastercard as of Q1 2026.

Based on White Knight Strategic Wealth Advisors's 13F filing for Q1 2026, filed 15 May 2026.