Hudson Valley Investment Advisors’s Mastercard MA Stock Holding History

Hudson Valley Investment 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	$585K	Sell	1,139 -8	-0.7%	-$3.99K	0.07%	107
2026 Q1	$573K	Hold	1,147	–	–	0.07%	109
2025 Q4	$655K	Buy	1,147 +36	+3%	+$20.1K	0.07%	109
2025 Q3	$632K	Buy	1,111 +27	+2%	+$15.5K	0.07%	117
2025 Q2	$609K	Hold	1,084	–	–	0.07%	117
2025 Q1	$594K	Hold	1,084	–	–	0.07%	112
2024 Q4	$571K	Hold	1,084	–	–	0.06%	114
2024 Q3	$535K	Buy	1,084 +38	+4%	+$17.7K	0.06%	118
2024 Q2	$441K	Sell	1,046 -38	-4%	-$17.3K	0.06%	134
2024 Q1	$522K	Buy	1,084 +38	+4%	+$17.4K	0.06%	124
2023 Q4	$441K	Buy	1,046 +4	+0.4%	+$1.61K	0.06%	134
2023 Q3	$413K	Hold	1,042	–	–	0.06%	139
2023 Q2	$410K	Hold	1,042	–	–	0.06%	152
2023 Q1	$379K	Hold	1,042	–	–	0.05%	170
2022 Q4	$362K	Hold	1,042	–	–	0.05%	174
2022 Q3	$296K	Buy	+1,042	New	+$345K	0.05%	177

Other funds holding MA

Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.1B AUM 8.22% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

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

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

BPC

Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

Hudson Valley Investment Advisors's MA Position: Q2 2026 in Review

Hudson Valley Investment Advisors reduced its Mastercard (MA) stake by 0.7% in Q2 2026, selling an estimated $3.99K and leaving 1,139 shares worth $585K. The position accounts for 0.07% of the portfolio, ranked #107.

Hudson Valley Investment Advisors first reported a position in MA in Q3 2022 and has held it in 16 quarters since. The position peaked at $655K in Q4 2025. 1,680 funds tracked by Wall St. Rank hold MA as of Q2 2026.

Hudson Valley Investment Advisors held 1,139 shares of Mastercard worth $585K as of Q2 2026.
Hudson Valley Investment Advisors sold 8 Mastercard shares in Q2 2026, an estimated $3.99K.
Mastercard made up 0.07% of Hudson Valley Investment Advisors's portfolio in Q2 2026, its #107 holding.
Hudson Valley Investment Advisors first reported a position in Mastercard in Q3 2022 and has held it in 16 quarters since.
Hudson Valley Investment Advisors's Mastercard position peaked at $655K in Q4 2025.
1,680 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on Hudson Valley Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.