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Schear Investment Advisers’s Mastercard MA Stock Holding History

Schear Investment Advisers’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
-367
Closed -$209K – 82
2025
Q3 		$209K Buy
367
+10
+3% +$5.74K 0.09% 86
2025
Q2 		$201K Sell
357
-25
-7% -$13.8K 0.1% 86
2025
Q1 		$209K Hold
382
– – 0.12% 86
2024
Q4 		$201K Buy
+382
New +$198K 0.11% 87

Other funds holding MA

JSC
J. Stern & Co London, United Kingdom $1.06B AUM 11.76% 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 $32.1B AUM 8.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Schear Investment Advisers's MA Position: Q4 2025 in Review

Schear Investment Advisers sold out of Mastercard (MA) in Q4 2025, closing a stake of 367 shares — an estimated $209K sold.

Schear Investment Advisers first reported a position in MA in Q4 2024 and held it in 4 quarters. The position peaked at $209K in Q1 2025. 3,731 funds tracked by Wall St. Rank hold MA as of Q4 2025.

  • Schear Investment Advisers reported no remaining Mastercard position as of Q4 2025 after selling out during the quarter.
  • Schear Investment Advisers sold 367 Mastercard shares in Q4 2025, an estimated $209K.
  • Schear Investment Advisers first reported a position in Mastercard in Q4 2024 and held it in 4 quarters.
  • Schear Investment Advisers's Mastercard position peaked at $209K in Q1 2025.
  • 3,731 funds tracked by Wall St. Rank held Mastercard as of Q4 2025.

Based on Schear Investment Advisers's 13F filing for Q4 2025, filed 28 Jan 2026.