SC&H Financial Advisors’s Mastercard MA Stock Holding History

SC&H Financial 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	$1.4M	Buy	2,723 +10	+0.4%	+$4.99K	0.19%	56
2026 Q1	$1.36M	Hold	2,713	–	–	0.2%	55
2025 Q4	$1.55M	Sell	2,713 -140	-5%	-$78.3K	0.24%	51
2025 Q3	$1.62M	Buy	2,853 +4	+0.1%	+$2.3K	0.26%	47
2025 Q2	$1.6M	Hold	2,849	–	–	0.27%	47
2025 Q1	$1.56M	Hold	2,849	–	–	0.31%	43
2024 Q4	$1.5M	Hold	2,849	–	–	0.31%	45
2024 Q3	$1.41M	Sell	2,849 -98	-3%	-$45.6K	0.31%	48
2024 Q2	$1.3M	Sell	2,947 -45	-2%	-$20.5K	0.32%	48
2024 Q1	$1.44M	Sell	2,992 -119	-4%	-$54.4K	0.38%	44
2023 Q4	$1.33M	Hold	3,111	–	–	0.38%	44
2023 Q3	$1.23M	Hold	3,111	–	–	0.41%	40
2023 Q2	$1.22M	Buy	3,111 +259	+9%	+$97.2K	0.4%	45
2023 Q1	$1.04M	Buy	2,852 +321	+13%	+$117K	0.38%	52
2022 Q4	$880K	Sell	2,531 -169	-6%	-$55.6K	0.36%	57
2022 Q3	$768K	Sell	2,700 -341	-11%	-$113K	0.38%	55
2022 Q2	$959K	Buy	3,041 +380	+14%	+$131K	0.45%	48
2022 Q1	$951K	Sell	2,661 -10	-0.4%	-$3.6K	0.45%	50
2021 Q4	$960K	Buy	+2,671	New	+$924K	0.53%	44

Other funds holding MA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SC&H Financial Advisors's MA Position: Q2 2026 in Review

SC&H Financial Advisors increased its Mastercard (MA) stake by 0.37% in Q2 2026, buying an estimated $4.99K and bringing the position to 2,723 shares worth $1.4M. The position accounts for 0.19% of the portfolio, ranked #56.

SC&H Financial Advisors first reported a position in MA in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.62M in Q3 2025. 3,599 funds tracked by Wall St. Rank hold MA as of Q2 2026.

SC&H Financial Advisors held 2,723 shares of Mastercard worth $1.4M as of Q2 2026.
SC&H Financial Advisors bought 10 Mastercard shares in Q2 2026, an estimated $4.99K.
Mastercard made up 0.19% of SC&H Financial Advisors's portfolio in Q2 2026, its #56 holding.
SC&H Financial Advisors first reported a position in Mastercard in Q4 2021 and has held it in 19 quarters since.
SC&H Financial Advisors's Mastercard position peaked at $1.62M in Q3 2025.
3,599 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on SC&H Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.