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Sequoia Financial Advisors’s Mastercard MA Stock Holding History

Sequoia 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 		$16.7M Sell
32,584
-628
-2% -$313K 0.08% 153
2026
Q1 		$16.6M Sell
33,212
-926
-3% -$488K 0.09% 151
2025
Q4 		$19.5M Buy
34,138
+8,463
+33% +$4.73M 0.11% 134
2025
Q3 		$14.6M Buy
25,675
+2,662
+12% +$1.53M 0.09% 160
2025
Q2 		$12.9M Buy
23,013
+1,921
+9% +$1.06M 0.09% 165
2025
Q1 		$11.6M Buy
21,092
+327
+2% +$178K 0.09% 176
2024
Q4 		$10.9M Buy
20,765
+2,298
+12% +$1.19M 0.11% 165
2024
Q3 		$9.12M Buy
18,467
+2,721
+17% +$1.27M 0.1% 158
2024
Q2 		$6.95M Buy
15,746
+863
+6% +$393K 0.08% 158
2024
Q1 		$7.17M Sell
14,883
-4,693
-24% -$2.15M 0.09% 163
2023
Q4 		$8.35M Buy
19,576
+7,759
+66% +$3.12M 0.1% 162
2023
Q3 		$4.68M Buy
11,817
+160
+1% +$64.2K 0.08% 157
2023
Q2 		$4.58M Buy
11,657
+1,197
+11% +$449K 0.08% 165
2023
Q1 		$3.8M Sell
10,460
-62
-0.6% -$22.5K 0.08% 158
2022
Q4 		$3.66M Buy
10,522
+5,196
+98% +$1.71M 0.09% 150
2022
Q3 		$1.51M Sell
5,326
-1,339
-20% -$444K 0.05% 178
2022
Q2 		$2.1M Buy
6,665
+351
+6% +$121K 0.06% 170
2022
Q1 		$2.26M Buy
6,314
+893
+16% +$321K 0.06% 181
2021
Q4 		$1.95M Buy
5,421
+3,576
+194% +$1.24M 0.05% 183
2021
Q3 		$641K Sell
1,845
-3,818
-67% -$1.39M 0.07% 133
2021
Q2 		$2.07M Buy
5,663
+404
+8% +$150K 0.08% 153
2021
Q1 		$1.87M Sell
5,259
-616
-10% -$215K 0.08% 137
2020
Q4 		$2.1M Sell
5,875
-1,169
-17% -$389K 0.1% 122
2020
Q3 		$2.38M Sell
7,044
-158
-2% -$51.4K 0.13% 99
2020
Q2 		$2.13M Buy
7,202
+215
+3% +$60.6K 0.13% 88
2020
Q1 		$1.69M Buy
6,987
+38
+0.5% +$11.3K 0.12% 88
2019
Q4 		$2.08M Buy
6,949
+947
+16% +$267K 0.13% 91
2019
Q3 		$1.63M Sell
6,002
-786
-12% -$217K 0.12% 98
2019
Q2 		$1.8M Buy
6,788
+1,346
+25% +$337K 0.13% 91
2019
Q1 		$1.28M Buy
5,442
+449
+9% +$96.6K 0.11% 104
2018
Q4 		$942K Buy
4,993
+22
+0.4% +$4.37K 0.11% 105
2018
Q3 		$1.11M Sell
4,971
-334
-6% -$69.7K 0.11% 108
2018
Q2 		$1.04M Sell
5,305
-138
-3% -$25.9K 0.11% 107
2018
Q1 		$953K Buy
5,443
+1,787
+49% +$305K 0.1% 113
2017
Q4 		$553K Buy
3,656
+1,100
+43% +$164K 0.06% 154
2017
Q3 		$361K Sell
2,556
-8
-0.3% -$1.06K 0.04% 187
2017
Q2 		$311K Hold
2,564
– – 0.04% 203
2017
Q1 		$288K Buy
2,564
+54
+2% +$5.92K 0.04% 202
2016
Q4 		$259K Sell
2,510
-255
-9% -$26.4K 0.04% 222
2016
Q3 		$281K Buy
2,765
+50
+2% +$4.79K 0.05% 178
2016
Q2 		$239K Hold
2,715
– – 0.07% 201
2016
Q1 		$257K Buy
+2,715
New +$240K 0.08% 154

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

Sequoia Financial Advisors's MA Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Mastercard (MA) stake by 1.9% in Q2 2026, selling an estimated $313K and leaving 32,584 shares worth $16.7M. The position accounts for 0.08% of the portfolio, ranked #153.

Sequoia Financial Advisors first reported a position in MA in Q1 2016 and has held it in 42 quarters since. The position peaked at $19.5M in Q4 2025. 3,592 funds tracked by Wall St. Rank hold MA as of Q2 2026.

  • Sequoia Financial Advisors held 32,584 shares of Mastercard worth $16.7M as of Q2 2026.
  • Sequoia Financial Advisors sold 628 Mastercard shares in Q2 2026, an estimated $313K.
  • Mastercard made up 0.08% of Sequoia Financial Advisors's portfolio in Q2 2026, its #153 holding.
  • Sequoia Financial Advisors first reported a position in Mastercard in Q1 2016 and has held it in 42 quarters since.
  • Sequoia Financial Advisors's Mastercard position peaked at $19.5M in Q4 2025.
  • 3,592 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.