D. Scott Neal’s Mastercard MA Stock Holding History

D. Scott Neal’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 Q3	$775K	Hold	1,363	–	–	0.36%	26
2025 Q2	$766K	Sell	1,363 -3	-0.2%	-$1.66K	0.38%	26
2025 Q1	$749K	Buy	1,366 +3	+0.2%	+$1.63K	0.42%	25
2024 Q4	$718K	Hold	1,363	–	–	0.39%	26
2024 Q3	$673K	Buy	1,363 +13	+1%	+$6.05K	0.36%	28
2024 Q2	$596K	Sell	1,350 -15	-1%	-$6.83K	0.33%	34
2024 Q1	$657K	Buy	1,365 +2	+0.1%	+$914	0.43%	30
2023 Q4	$581K	Hold	1,363	–	–	0.52%	30
2023 Q3	$540K	Hold	1,363	–	–	0.46%	33
2023 Q2	$536K	Buy	1,363 +13	+1%	+$4.88K	0.4%	34
2023 Q1	$491K	Hold	1,350	–	–	0.27%	37
2022 Q4	$469K	Hold	1,350	–	–	0.23%	37
2022 Q3	$384K	Hold	1,350	–	–	0.16%	38
2022 Q2	$426K	Hold	1,350	–	–	0.18%	36
2022 Q1	$482K	Buy	+1,350	New	+$485K	0.19%	37
2016 Q1	–	Sell	-90	Closed	-$9K	–	174
2015 Q4	$9K	Buy	+90	New	+$8.81K	0.01%	102

Other funds holding MA

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

Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.1B AUM 8.22% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

D. Scott Neal's MA Position: Q3 2025 in Review

D. Scott Neal held its Mastercard (MA) position steady in Q3 2025 at 1,363 shares worth $775K. The position accounts for 0.36% of the portfolio, ranked #26.

D. Scott Neal first reported a position in MA in Q4 2015 and has held it in 16 quarters since. 3,506 funds tracked by Wall St. Rank hold MA as of Q3 2025.

D. Scott Neal held 1,363 shares of Mastercard worth $775K as of Q3 2025.
D. Scott Neal left its Mastercard share count unchanged in Q3 2025.
Mastercard made up 0.36% of D. Scott Neal's portfolio in Q3 2025, its #26 holding.
D. Scott Neal first reported a position in Mastercard in Q4 2015 and has held it in 16 quarters since.
3,506 funds tracked by Wall St. Rank held Mastercard as of Q3 2025.

Based on D. Scott Neal's 13F filing for Q3 2025, filed 28 Oct 2025.