OneDigital Investment Advisors’s Mastercard MA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $7.38M | Buy |
14,361
+1,564
| +12% | +$780K | 0.06% | 244 |
|
|
2026
Q1 | $6.39M | Sell |
12,797
-421
| -3% | -$222K | 0.06% | 239 |
|
|
2025
Q4 | $7.55M | Buy |
13,218
+881
| +7% | +$492K | 0.07% | 208 |
|
|
2025
Q3 | $7.02M | Sell |
12,337
-220
| -2% | -$126K | 0.07% | 208 |
|
|
2025
Q2 | $7.06M | Buy |
12,557
+419
| +3% | +$232K | 0.08% | 198 |
|
|
2025
Q1 | $6.65M | Sell |
12,138
-1,555
| -11% | -$847K | 0.08% | 195 |
|
|
2024
Q4 | $7.21M | Sell |
13,693
-3,855
| -22% | -$2M | 0.08% | 187 |
|
|
2024
Q3 | $8.67M | Buy |
17,548
+792
| +5% | +$368K | 0.1% | 170 |
|
|
2024
Q2 | $7.39M | Buy |
16,756
+4,848
| +41% | +$2.21M | 0.09% | 177 |
|
|
2024
Q1 | $5.73M | Sell |
11,908
-1,228
| -9% | -$561K | 0.09% | 181 |
|
|
2023
Q4 | $5.6M | Buy |
13,136
+3,979
| +43% | +$1.6M | 0.1% | 173 |
|
|
2023
Q3 | $3.63M | Buy |
9,157
+604
| +7% | +$242K | 0.08% | 186 |
|
|
2023
Q2 | $3.36M | Buy |
8,553
+2,203
| +35% | +$827K | 0.07% | 194 |
|
|
2023
Q1 | $2.31M | Buy |
6,350
+1,201
| +23% | +$436K | 0.05% | 251 |
|
|
2022
Q4 | $1.79M | Buy |
5,149
+518
| +11% | +$171K | 0.05% | 270 |
|
|
2022
Q3 | $1.32M | Buy |
4,631
+77
| +2% | +$25.5K | 0.05% | 247 |
|
|
2022
Q2 | $1.44M | Sell |
4,554
-48
| -1% | -$16.5K | 0.06% | 206 |
|
|
2022
Q1 | $1.65M | Buy |
4,602
+510
| +12% | +$183K | 0.06% | 192 |
|
|
2021
Q4 | $1.47M | Sell |
4,092
-219
| -5% | -$75.7K | 0.05% | 215 |
|
|
2021
Q3 | $1.5M | Sell |
4,311
-18
| -0.4% | -$6.54K | 0.06% | 195 |
|
|
2021
Q2 | $1.58M | Buy |
4,329
+629
| +17% | +$234K | 0.07% | 192 |
|
|
2021
Q1 | $1.32M | Sell |
3,700
-412
| -10% | -$144K | 0.06% | 207 |
|
|
2020
Q4 | $1.47M | Sell |
4,112
-105
| -2% | -$34.9K | 0.08% | 182 |
|
|
2020
Q3 | $1.43M | Sell |
4,217
-893
| -17% | -$290K | 0.1% | 164 |
|
|
2020
Q2 | $1.51M | Buy |
5,110
+175
| +4% | +$49.3K | 0.11% | 163 |
|
|
2020
Q1 | $1.19M | Buy |
4,935
+795
| +19% | +$236K | 0.11% | 176 |
|
|
2019
Q4 | $1.24M | Sell |
4,140
-348
| -8% | -$98.1K | 0.1% | 169 |
|
|
2019
Q3 | $1.22M | Buy |
4,488
+568
| +14% | +$157K | 0.11% | 160 |
|
|
2019
Q2 | $1.04M | Buy |
3,920
+1,029
| +36% | +$258K | 0.08% | 147 |
|
|
2019
Q1 | $681K | Sell |
2,891
-168
| -5% | -$36.1K | 0.1% | 145 |
|
|
2018
Q4 | $577K | Buy |
3,059
+2,180
| +248% | +$433K | 0.1% | 148 |
|
|
2018
Q3 | $196K | Hold |
879
| – | – | 0.05% | 186 |
|
|
2018
Q2 | $172K | Sell |
879
-7
| -0.8% | -$1.32K | 0.04% | 240 |
|
|
2018
Q1 | $156K | Sell |
886
-57
| -6% | -$9.74K | 0.03% | 262 |
|
|
2017
Q4 | $142K | Buy |
943
+175
| +23% | +$26K | 0.02% | 278 |
|
|
2017
Q3 | $108K | Sell |
768
-180
| -19% | -$23.8K | 0.04% | 219 |
|
|
2017
Q2 | $115K | Buy |
+948
| New | +$112K | 0.03% | 287 |
|
Other funds holding MA
OneDigital Investment Advisors's MA Position: Q2 2026 in Review
OneDigital Investment Advisors increased its Mastercard (MA) stake by 12% in Q2 2026, buying an estimated $780K and bringing the position to 14,361 shares worth $7.38M. The position accounts for 0.06% of the portfolio, ranked #244.
OneDigital Investment Advisors first reported a position in MA in Q2 2017 and has held it in 37 quarters since. The position peaked at $8.67M in Q3 2024. 3,599 funds tracked by Wall St. Rank hold MA as of Q2 2026.
- OneDigital Investment Advisors held 14,361 shares of Mastercard worth $7.38M as of Q2 2026.
- OneDigital Investment Advisors bought 1,564 Mastercard shares in Q2 2026, an estimated $780K.
- Mastercard made up 0.06% of OneDigital Investment Advisors's portfolio in Q2 2026, its #244 holding.
- OneDigital Investment Advisors first reported a position in Mastercard in Q2 2017 and has held it in 37 quarters since.
- OneDigital Investment Advisors's Mastercard position peaked at $8.67M in Q3 2024.
- 3,599 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.
Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.