EFG
MA icon

Everhart Financial Group’s Mastercard MA Stock Holding History

Everhart Financial 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
2026
Q2 		$3.08M Sell
5,996
-889
-13% -$443K 0.2% 54
2026
Q1 		$3.44M Buy
6,885
+904
+15% +$476K 0.29% 49
2025
Q4 		$3.41M Buy
5,981
+1
+0% +$559 0.32% 40
2025
Q3 		$3.4M Buy
5,980
+216
+4% +$124K 0.34% 41
2025
Q2 		$3.24M Buy
5,764
+246
+4% +$136K 0.37% 39
2025
Q1 		$3.02M Buy
5,518
+867
+19% +$472K 0.41% 38
2024
Q4 		$2.45M Buy
4,651
+274
+6% +$142K 0.5% 37
2024
Q3 		$2.16M Buy
4,377
+660
+18% +$307K 0.48% 39
2024
Q2 		$1.64M Buy
3,717
+402
+12% +$183K 0.43% 42
2024
Q1 		$1.6M Buy
3,315
+449
+16% +$205K 0.46% 39
2023
Q4 		$1.22M Buy
2,866
+274
+11% +$110K 0.43% 47
2023
Q3 		$1.03M Buy
2,592
+156
+6% +$62.6K 0.44% 51
2023
Q2 		$958K Buy
2,436
+298
+14% +$112K 0.4% 52
2023
Q1 		$777K Buy
2,138
+327
+18% +$119K 0.35% 58
2022
Q4 		$630K Buy
1,811
+749
+71% +$247K 0.32% 66
2022
Q3 		$302K Sell
1,062
-801
-43% -$266K 0.17% 127
2022
Q2 		$588K Buy
1,863
+152
+9% +$52.3K 0.36% 62
2022
Q1 		$611K Buy
1,711
+484
+39% +$174K 0.35% 59
2021
Q4 		$441K Buy
1,227
+395
+47% +$137K 0.27% 69
2021
Q3 		$289K Buy
+832
New +$303K 0.2% 86

Other funds holding MA

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

Everhart Financial Group's MA Position: Q2 2026 in Review

Everhart Financial Group reduced its Mastercard (MA) stake by 13% in Q2 2026, selling an estimated $443K and leaving 5,996 shares worth $3.08M. The position accounts for 0.2% of the portfolio, ranked #54.

Everhart Financial Group first reported a position in MA in Q3 2021 and has held it in 20 quarters since. The position peaked at $3.44M in Q1 2026. 626 funds tracked by Wall St. Rank hold MA as of Q2 2026.

  • Everhart Financial Group held 5,996 shares of Mastercard worth $3.08M as of Q2 2026.
  • Everhart Financial Group sold 889 Mastercard shares in Q2 2026, an estimated $443K.
  • Mastercard made up 0.2% of Everhart Financial Group's portfolio in Q2 2026, its #54 holding.
  • Everhart Financial Group first reported a position in Mastercard in Q3 2021 and has held it in 20 quarters since.
  • Everhart Financial Group's Mastercard position peaked at $3.44M in Q1 2026.
  • 626 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.