Evelyn Partners’s Mastercard MA Stock Holding History

Evelyn Partners’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 Q3	$77.8M	Buy	141,151 +7,365	+6%	+$4.14M	1.24%	19
2026 Q2	$68.7M	Buy	+133,786	New	+$66.7M	0.15%	19

Other funds holding MA

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.7B AUM 3.08% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Evelyn Partners's MA Position: Q3 2026 in Review

Evelyn Partners increased its Mastercard (MA) stake by 5.5% in Q3 2026, buying an estimated $4.14M and bringing the position to 141,151 shares worth $77.8M. The position accounts for 1.24% of the portfolio, ranked #19.

Evelyn Partners first reported a position in MA in Q2 2026 and has held it in 2 quarters since. 3,228 funds tracked by Wall St. Rank hold MA as of Q3 2026.

Evelyn Partners held 141,151 shares of Mastercard worth $77.8M as of Q3 2026.
Evelyn Partners bought 7,365 Mastercard shares in Q3 2026, an estimated $4.14M.
Mastercard made up 1.24% of Evelyn Partners's portfolio in Q3 2026, its #19 holding.
Evelyn Partners first reported a position in Mastercard in Q2 2026 and has held it in 2 quarters since.
3,228 funds tracked by Wall St. Rank held Mastercard as of Q3 2026.

Based on Evelyn Partners's 13F filing for Q3 2026, filed 10 Nov 2026.