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Wise Wealth Partners’s Mastercard MA Stock Holding History

Wise Wealth Partners’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 		$405K Hold
789
– – 0.69% 29
2026
Q1 		$394K Sell
789
-71
-8% -$37.4K 0.53% 42
2025
Q4 		$491K Buy
860
+71
+9% +$39.7K 0.7% 34
2025
Q3 		$449K Hold
789
– – 0.69% 36
2025
Q2 		$443K Buy
789
+420
+114% +$232K 0.74% 35
2025
Q1 		$202K Buy
+369
New +$201K 0.48% 48

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

Wise Wealth Partners's MA Position: Q2 2026 in Review

Wise Wealth Partners held its Mastercard (MA) position steady in Q2 2026 at 789 shares worth $405K. The position accounts for 0.69% of the portfolio, ranked #29.

Wise Wealth Partners first reported a position in MA in Q1 2025 and has held it in 6 quarters since. The position peaked at $491K in Q4 2025. 3,618 funds tracked by Wall St. Rank hold MA as of Q2 2026.

  • Wise Wealth Partners held 789 shares of Mastercard worth $405K as of Q2 2026.
  • Wise Wealth Partners left its Mastercard share count unchanged in Q2 2026.
  • Mastercard made up 0.69% of Wise Wealth Partners's portfolio in Q2 2026, its #29 holding.
  • Wise Wealth Partners first reported a position in Mastercard in Q1 2025 and has held it in 6 quarters since.
  • Wise Wealth Partners's Mastercard position peaked at $491K in Q4 2025.
  • 3,618 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on Wise Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.