HFS
MA icon

Hoge Financial Services’s Mastercard MA Stock Holding History

Hoge Financial Services’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
-361
Closed -$206K – 72
2025
Q3 		$206K Buy
+361
New +$207K 0.12% 69

Other funds holding MA

JSC
J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Mastercard Foundation Asset Management (MFAM)
Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $33.7B AUM 8.48% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Hoge Financial Services's MA Position: Q4 2025 in Review

Hoge Financial Services sold out of Mastercard (MA) in Q4 2025, closing a stake of 361 shares — an estimated $206K sold.

Hoge Financial Services first reported a position in MA in Q3 2025 and held it in 1 quarter. The position peaked at $206K in Q3 2025. 3,722 funds tracked by Wall St. Rank hold MA as of Q4 2025.

  • Hoge Financial Services reported no remaining Mastercard position as of Q4 2025 after selling out during the quarter.
  • Hoge Financial Services sold 361 Mastercard shares in Q4 2025, an estimated $206K.
  • Hoge Financial Services first reported a position in Mastercard in Q3 2025 and held it in 1 quarter.
  • Hoge Financial Services's Mastercard position peaked at $206K in Q3 2025.
  • 3,722 funds tracked by Wall St. Rank held Mastercard as of Q4 2025.

Based on Hoge Financial Services's 13F filing for Q4 2025, filed 29 Jan 2026.