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EverSource Wealth Advisors’s Mastercard MA Stock Holding History

EverSource Wealth 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 		$3.07M Sell
5,984
-1,247
-17% -$622K 0.1% 167
2026
Q1 		$3.61M Buy
7,231
+967
+15% +$509K 0.11% 143
2025
Q4 		$3.58M Sell
6,264
-251
-4% -$140K 0.13% 126
2025
Q3 		$3.71M Sell
6,515
-557
-8% -$320K 0.15% 127
2025
Q2 		$3.97M Buy
7,072
+399
+6% +$221K 0.18% 109
2025
Q1 		$3.66M Sell
6,673
-163
-2% -$88.7K 0.2% 103
2024
Q4 		$3.6M Buy
6,836
+1,608
+31% +$832K 0.2% 100
2024
Q3 		$2.58M Sell
5,228
-44
-0.8% -$20.5K 0.16% 116
2024
Q2 		$2.44M Buy
5,272
+320
+6% +$146K 0.16% 117
2024
Q1 		$2.23M Buy
4,952
+222
+5% +$101K 0.18% 110
2023
Q4 		$2.02M Sell
4,730
-112
-2% -$45K 0.18% 109
2023
Q3 		$1.92M Buy
4,842
+223
+5% +$89.5K 0.2% 108
2023
Q2 		$1.82M Buy
4,619
+1,769
+62% +$664K 0.2% 106
2023
Q1 		$1.04M Buy
2,850
+47
+2% +$17.1K 0.13% 137
2022
Q4 		$975K Sell
2,803
-2,208
-44% -$727K 0.15% 119
2022
Q3 		$1.43M Buy
5,011
+3,519
+236% +$1.17M 0.33% 58
2022
Q2 		$472K Buy
1,492
+678
+83% +$233K 0.12% 156
2022
Q1 		$291K Sell
814
-284
-26% -$102K 0.07% 214
2021
Q4 		$395K Buy
+1,098
New +$380K 0.11% 142

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

EverSource Wealth Advisors's MA Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Mastercard (MA) stake by 17% in Q2 2026, selling an estimated $622K and leaving 5,984 shares worth $3.07M. The position accounts for 0.1% of the portfolio, ranked #167.

EverSource Wealth Advisors first reported a position in MA in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.97M in Q2 2025. 1,786 funds tracked by Wall St. Rank hold MA as of Q2 2026.

  • EverSource Wealth Advisors held 5,984 shares of Mastercard worth $3.07M as of Q2 2026.
  • EverSource Wealth Advisors sold 1,247 Mastercard shares in Q2 2026, an estimated $622K.
  • Mastercard made up 0.1% of EverSource Wealth Advisors's portfolio in Q2 2026, its #167 holding.
  • EverSource Wealth Advisors first reported a position in Mastercard in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Mastercard position peaked at $3.97M in Q2 2025.
  • 1,786 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.