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Schneider Downs Wealth Management Advisors’s Mastercard MA Stock Holding History

Schneider Downs Wealth Management 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
Q1 		– Sell
-382
Closed -$218K – 162
2025
Q4 		$218K Buy
382
+2
+0.5% +$1.12K 0.02% 149
2025
Q3 		$216K Buy
+380
New +$218K 0.03% 141
2025
Q2 		– Sell
-387
Closed -$212K – 152
2025
Q1 		$212K Hold
387
– – 0.04% 134
2024
Q4 		$204K Buy
+387
New +$200K 0.04% 134
2022
Q4 		– Sell
-2,035
Closed -$579K – 138
2022
Q3 		$579K Sell
2,035
-639
-24% -$212K 0.17% 56
2022
Q2 		$844K Sell
2,674
-43
-2% -$14.8K 0.24% 42
2022
Q1 		$971K Buy
2,717
+68
+3% +$24.4K 0.25% 42
2021
Q4 		$952K Sell
2,649
-122
-4% -$42.2K 0.23% 50
2021
Q3 		$963K Buy
2,771
+15
+0.5% +$5.45K 0.25% 46
2021
Q2 		$1.01M Buy
2,756
+6
+0.2% +$2.23K 0.26% 39
2021
Q1 		$979K Buy
2,750
+1,917
+230% +$669K 0.24% 37
2020
Q4 		$297K Buy
833
+15
+2% +$4.99K 0.08% 64
2020
Q3 		$277K Buy
818
+93
+13% +$30.2K 0.09% 76
2020
Q2 		$214K Buy
+725
New +$204K 0.07% 89

Other funds holding MA

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Schneider Downs Wealth Management Advisors's MA Position: Q1 2026 in Review

Schneider Downs Wealth Management Advisors sold out of Mastercard (MA) in Q1 2026, closing a stake of 382 shares — an estimated $218K sold.

Schneider Downs Wealth Management Advisors first reported a position in MA in Q2 2020 and held it in 14 quarters. The position peaked at $1.01M in Q2 2021. 3,619 funds tracked by Wall St. Rank hold MA as of Q1 2026.

  • Schneider Downs Wealth Management Advisors reported no remaining Mastercard position as of Q1 2026 after selling out during the quarter.
  • Schneider Downs Wealth Management Advisors sold 382 Mastercard shares in Q1 2026, an estimated $218K.
  • Schneider Downs Wealth Management Advisors first reported a position in Mastercard in Q2 2020 and held it in 14 quarters.
  • Schneider Downs Wealth Management Advisors's Mastercard position peaked at $1.01M in Q2 2021.
  • 3,619 funds tracked by Wall St. Rank held Mastercard as of Q1 2026.

Based on Schneider Downs Wealth Management Advisors's 13F filing for Q1 2026, filed 15 May 2026.