Clifford Group’s Mastercard MA Stock Holding History

Clifford Group’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
2025 Q4	–	Sell	-367	Closed	-$209K	–	79
2025 Q3	$209K	Hold	367	–	–	0.16%	80
2025 Q2	$206K	Buy	+367	New	+$203K	0.17%	82

Other funds holding MA

JSC

J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $33.7B AUM 8.48% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Clifford Group's MA Position: Q4 2025 in Review

Clifford Group sold out of Mastercard (MA) in Q4 2025, closing a stake of 367 shares — an estimated $209K sold.

Clifford Group first reported a position in MA in Q2 2025 and held it in 2 quarters. The position peaked at $209K in Q3 2025. 3,722 funds tracked by Wall St. Rank hold MA as of Q4 2025.

Clifford Group reported no remaining Mastercard position as of Q4 2025 after selling out during the quarter.
Clifford Group sold 367 Mastercard shares in Q4 2025, an estimated $209K.
Clifford Group first reported a position in Mastercard in Q2 2025 and held it in 2 quarters.
Clifford Group's Mastercard position peaked at $209K in Q3 2025.
3,722 funds tracked by Wall St. Rank held Mastercard as of Q4 2025.

Based on Clifford Group's 13F filing for Q4 2025, filed 13 Feb 2026.