Baron Silver Stevens Financial Advisors’s Mastercard MA Stock Holding History

Baron Silver Stevens Financial 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	$551K	Buy	1,072 +50	+5%	+$24.9K	0.07%	86
2026 Q1	$511K	Sell	1,022 -86	-8%	-$45.3K	0.07%	83
2025 Q4	$633K	Sell	1,108 -206	-16%	-$115K	0.09%	75
2025 Q3	$747K	Sell	1,314 -12	-0.9%	-$6.89K	0.11%	71
2025 Q2	$745K	Buy	1,326 +222	+20%	+$123K	0.12%	68
2025 Q1	$605K	Hold	1,104	–	–	0.11%	66
2024 Q4	$581K	Hold	1,104	–	–	0.1%	69
2024 Q3	$545K	Sell	1,104 -35	-3%	-$16.3K	0.1%	68
2024 Q2	$502K	Sell	1,139 -5	-0.4%	-$2.28K	0.1%	67
2024 Q1	$551K	Buy	1,144 +270	+31%	+$123K	0.11%	67
2023 Q4	$373K	Buy	874 +330	+61%	+$133K	0.08%	74
2023 Q3	$215K	Buy	+544	New	+$218K	0.05%	101
2022 Q3	–	Sell	-770	Closed	-$242K	–	130
2022 Q2	$242K	Buy	+770	New	+$265K	0.06%	88
2021 Q3	–	Sell	-620	Closed	-$226K	–	81
2021 Q2	$226K	Buy	+620	New	+$231K	0.06%	79
2021 Q1	–	Sell	-44	Closed	-$15K	–	288
2020 Q4	$15K	Buy	+44	New	+$14.6K	0.01%	218

Other funds holding MA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.1B AUM 8.22% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Baron Silver Stevens Financial Advisors's MA Position: Q2 2026 in Review

Baron Silver Stevens Financial Advisors increased its Mastercard (MA) stake by 4.9% in Q2 2026, buying an estimated $24.9K and bringing the position to 1,072 shares worth $551K. The position accounts for 0.07% of the portfolio, ranked #86.

Baron Silver Stevens Financial Advisors first reported a position in MA in Q4 2020 and has held it in 15 quarters since. The position peaked at $747K in Q3 2025. 3,599 funds tracked by Wall St. Rank hold MA as of Q2 2026.

Baron Silver Stevens Financial Advisors held 1,072 shares of Mastercard worth $551K as of Q2 2026.
Baron Silver Stevens Financial Advisors bought 50 Mastercard shares in Q2 2026, an estimated $24.9K.
Mastercard made up 0.07% of Baron Silver Stevens Financial Advisors's portfolio in Q2 2026, its #86 holding.
Baron Silver Stevens Financial Advisors first reported a position in Mastercard in Q4 2020 and has held it in 15 quarters since.
Baron Silver Stevens Financial Advisors's Mastercard position peaked at $747K in Q3 2025.
3,599 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.