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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
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 $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

Wise Wealth Partners's MA Position: Q1 2026 in Review

Wise Wealth Partners reduced its Mastercard (MA) stake by 8.3% in Q1 2026, selling an estimated $37.4K and leaving 789 shares worth $394K. The position accounts for 0.53% of the portfolio, ranked #42.

Wise Wealth Partners first reported a position in MA in Q1 2025 and has held it in 5 quarters since. The position peaked at $491K in Q4 2025. 3,600 funds tracked by Wall St. Rank hold MA as of Q1 2026.

  • Wise Wealth Partners held 789 shares of Mastercard worth $394K as of Q1 2026.
  • Wise Wealth Partners sold 71 Mastercard shares in Q1 2026, an estimated $37.4K.
  • Mastercard made up 0.53% of Wise Wealth Partners's portfolio in Q1 2026, its #42 holding.
  • Wise Wealth Partners first reported a position in Mastercard in Q1 2025 and has held it in 5 quarters since.
  • Wise Wealth Partners's Mastercard position peaked at $491K in Q4 2025.
  • 3,600 funds tracked by Wall St. Rank held Mastercard as of Q1 2026.

Based on Wise Wealth Partners's 13F filing for Q1 2026, filed 21 Apr 2026.