ZWA
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Zinnia Wealth Advisory’s Mastercard MA Stock Holding History

Zinnia Wealth Advisory’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 		$235K Buy
458
+9
+2% +$4.49K 0.24% 83
2026
Q1 		$224K Buy
+449
New +$236K 0.25% 83

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

Zinnia Wealth Advisory's MA Position: Q2 2026 in Review

Zinnia Wealth Advisory increased its Mastercard (MA) stake by 2% in Q2 2026, buying an estimated $4.49K and bringing the position to 458 shares worth $235K. The position accounts for 0.24% of the portfolio, ranked #83.

Zinnia Wealth Advisory first reported a position in MA in Q1 2026 and has held it in 2 quarters since. 3,592 funds tracked by Wall St. Rank hold MA as of Q2 2026.

  • Zinnia Wealth Advisory held 458 shares of Mastercard worth $235K as of Q2 2026.
  • Zinnia Wealth Advisory bought 9 Mastercard shares in Q2 2026, an estimated $4.49K.
  • Mastercard made up 0.24% of Zinnia Wealth Advisory's portfolio in Q2 2026, its #83 holding.
  • Zinnia Wealth Advisory first reported a position in Mastercard in Q1 2026 and has held it in 2 quarters since.
  • 3,592 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on Zinnia Wealth Advisory's 13F filing for Q2 2026, filed 30 Jul 2026.