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Birch Hill Investment Advisors’s Mastercard MA Stock Holding History

Birch Hill Investment 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 		$29.5M Buy
57,479
+85
+0.1% +$42.4K 1.2% 29
2026
Q1 		$28.7M Sell
57,394
-611
-1% -$322K 1.29% 28
2025
Q4 		$33.1M Sell
58,005
-2,530
-4% -$1.41M 1.38% 23
2025
Q3 		$34.4M Sell
60,535
-727
-1% -$418K 1.45% 23
2025
Q2 		$34.4M Sell
61,262
-2,145
-3% -$1.19M 1.53% 24
2025
Q1 		$34.8M Sell
63,407
-816
-1% -$444K 1.65% 21
2024
Q4 		$33.8M Sell
64,223
-1,634
-2% -$846K 1.57% 23
2024
Q3 		$32.5M Sell
65,857
-597
-0.9% -$278K 1.53% 23
2024
Q2 		$29.3M Sell
66,454
-3,292
-5% -$1.5M 1.42% 25
2024
Q1 		$33.6M Sell
69,746
-3,526
-5% -$1.61M 1.63% 23
2023
Q4 		$31.3M Sell
73,272
-1,335
-2% -$536K 1.66% 22
2023
Q3 		$29.5M Sell
74,607
-27
-0% -$10.8K 1.76% 23
2023
Q2 		$29.4M Sell
74,634
-7,390
-9% -$2.77M 1.68% 24
2023
Q1 		$29.8M Sell
82,024
-2,287
-3% -$831K 1.85% 22
2022
Q4 		$29.3M Sell
84,311
-598
-0.7% -$197K 1.87% 22
2022
Q3 		$24.1M Sell
84,909
-2,014
-2% -$668K 1.63% 25
2022
Q2 		$27.4M Buy
86,923
+1,310
+2% +$451K 1.71% 25
2022
Q1 		$30.6M Buy
85,613
+512
+0.6% +$184K 1.63% 25
2021
Q4 		$30.6M Buy
85,101
+866
+1% +$299K 1.51% 26
2021
Q3 		$29.3M Buy
84,235
+550
+0.7% +$200K 1.57% 26
2021
Q2 		$30.6M Buy
83,685
+325
+0.4% +$121K 1.64% 25
2021
Q1 		$29.7M Buy
83,360
+724
+0.9% +$253K 1.69% 25
2020
Q4 		$29.5M Sell
82,636
-757
-0.9% -$252K 1.76% 24
2020
Q3 		$28.2M Buy
83,393
+243
+0.3% +$79K 1.88% 23
2020
Q2 		$24.6M Buy
83,150
+21,044
+34% +$5.93M 1.8% 23
2020
Q1 		$15M Buy
62,106
+935
+2% +$278K 1.31% 23
2019
Q4 		$18.3M Sell
61,171
-365
-0.6% -$103K 1.21% 27
2019
Q3 		$16.7M Sell
61,536
-2,362
-4% -$651K 1.21% 28
2019
Q2 		$16.9M Sell
63,898
-1,744
-3% -$436K 1.25% 30
2019
Q1 		$15.5M Sell
65,642
-5,667
-8% -$1.22M 1.18% 30
2018
Q4 		$13.5M Sell
71,309
-1,585
-2% -$315K 1.17% 30
2018
Q3 		$16.2M Sell
72,894
-2,042
-3% -$426K 1.19% 29
2018
Q2 		$14.7M Sell
74,936
-2,163
-3% -$407K 1.17% 30
2018
Q1 		$13.5M Sell
77,099
-4,510
-6% -$771K 1.12% 31
2017
Q4 		$12.4M Sell
81,609
-2,225
-3% -$331K 1.02% 32
2017
Q3 		$11.8M Sell
83,834
-1,310
-2% -$173K 1.03% 32
2017
Q2 		$10.3M Sell
85,144
-1,101
-1% -$131K 0.92% 33
2017
Q1 		$9.7M Buy
86,245
+3,495
+4% +$383K 0.83% 35
2016
Q4 		$8.54M Sell
82,750
-135
-0.2% -$14K 0.78% 36
2016
Q3 		$8.44M Buy
82,885
+1,315
+2% +$126K 0.78% 36
2016
Q2 		$7.18M Buy
81,570
+845
+1% +$80.7K 0.71% 37
2016
Q1 		$7.63M Buy
80,725
+2,815
+4% +$249K 0.8% 38
2015
Q4 		$7.58M Buy
77,910
+2,575
+3% +$252K 0.79% 37
2015
Q3 		$6.79M Buy
75,335
+6,010
+9% +$565K 0.74% 37
2015
Q2 		$6.48M Buy
69,325
+21,505
+45% +$1.97M 0.67% 40
2015
Q1 		$4.13M Buy
47,820
+24,070
+101% +$2.09M 0.42% 50
2014
Q4 		$2.05M Buy
23,750
+3,945
+20% +$322K 0.21% 68
2014
Q3 		$1.46M Buy
+19,805
New +$1.51M 0.15% 67

Other funds holding MA

Mastercard Foundation Asset Management (MFAM)
Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.1B AUM 8.22% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
LWCFA
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return
RCWMU
Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

Birch Hill Investment Advisors's MA Position: Q2 2026 in Review

Birch Hill Investment Advisors increased its Mastercard (MA) stake by 0.15% in Q2 2026, buying an estimated $42.4K and bringing the position to 57,479 shares worth $29.5M. The position accounts for 1.2% of the portfolio, ranked #29.

Birch Hill Investment Advisors first reported a position in MA in Q3 2014 and has held it in 48 quarters since. The position peaked at $34.8M in Q1 2025. 1,680 funds tracked by Wall St. Rank hold MA as of Q2 2026.

  • Birch Hill Investment Advisors held 57,479 shares of Mastercard worth $29.5M as of Q2 2026.
  • Birch Hill Investment Advisors bought 85 Mastercard shares in Q2 2026, an estimated $42.4K.
  • Mastercard made up 1.2% of Birch Hill Investment Advisors's portfolio in Q2 2026, its #29 holding.
  • Birch Hill Investment Advisors first reported a position in Mastercard in Q3 2014 and has held it in 48 quarters since.
  • Birch Hill Investment Advisors's Mastercard position peaked at $34.8M in Q1 2025.
  • 1,680 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on Birch Hill Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.