Nadler Financial Group’s Mastercard MA Stock Holding History

Nadler 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	$560K	Buy	1,090 +1	+0.1%	+$499	0.05%	80
2026 Q1	$544K	Sell	1,089 -281	-21%	-$148K	0.05%	73
2025 Q4	$782K	Buy	1,370 +8	+0.6%	+$4.47K	0.07%	62
2025 Q3	$775K	Buy	1,362 +125	+10%	+$71.8K	0.07%	60
2025 Q2	$695K	Sell	1,237 -80	-6%	-$44.2K	0.07%	60
2025 Q1	$722K	Buy	1,317 +76	+6%	+$41.4K	0.08%	56
2024 Q4	$654K	Buy	1,241 +584	+89%	+$302K	0.07%	61
2024 Q3	$324K	Hold	657	–	–	0.04%	86
2024 Q2	$290K	Hold	657	–	–	0.03%	86
2024 Q1	$316K	Hold	657	–	–	0.04%	82
2023 Q4	$280K	Hold	657	–	–	0.04%	83
2023 Q3	$260K	Hold	657	–	–	0.04%	86
2023 Q2	$258K	Hold	657	–	–	0.04%	91
2023 Q1	$239K	Buy	657 +43	+7%	+$15.6K	0.04%	97
2022 Q4	$214K	Buy	+614	New	+$202K	0.04%	102
2022 Q2	–	Sell	-580	Closed	-$207K	–	113
2022 Q1	$207K	Buy	580 +4	+0.7%	+$1.44K	0.03%	115
2021 Q4	$207K	Buy	+576	New	+$199K	0.03%	127
2021 Q2	–	Sell	-566	Closed	-$202K	–	132
2021 Q1	$202K	Buy	+566	New	+$197K	0.04%	125

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

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

Nadler Financial Group increased its Mastercard (MA) stake by 0.09% in Q2 2026, buying an estimated $499 and bringing the position to 1,090 shares worth $560K. The position accounts for 0.05% of the portfolio, ranked #80.

Nadler Financial Group first reported a position in MA in Q1 2021 and has held it in 18 quarters since. The position peaked at $782K in Q4 2025. 1,682 funds tracked by Wall St. Rank hold MA as of Q2 2026.

Nadler Financial Group held 1,090 shares of Mastercard worth $560K as of Q2 2026.
Nadler Financial Group bought 1 Mastercard share in Q2 2026, an estimated $499.
Mastercard made up 0.05% of Nadler Financial Group's portfolio in Q2 2026, its #80 holding.
Nadler Financial Group first reported a position in Mastercard in Q1 2021 and has held it in 18 quarters since.
Nadler Financial Group's Mastercard position peaked at $782K in Q4 2025.
1,682 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on Nadler Financial Group's 13F filing for Q2 2026, filed 30 Jul 2026.