SWA
MA icon

SFMG Wealth Advisors’s Mastercard MA Stock Holding History

SFMG Wealth 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 		$780K Buy
1,519
+67
+5% +$33.4K 0.05% 148
2026
Q1 		$725K Sell
1,452
-30
-2% -$15.8K 0.05% 144
2025
Q4 		$846K Buy
1,482
+637
+75% +$356K 0.06% 122
2025
Q3 		$481K Buy
+845
New +$485K 0.03% 180
2018
Q4 		– Sell
-1,210
Closed -$239K – 145
2018
Q3 		$239K Buy
+1,210
New +$252K 0.04% 117

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

SFMG Wealth Advisors's MA Position: Q2 2026 in Review

SFMG Wealth Advisors increased its Mastercard (MA) stake by 4.6% in Q2 2026, buying an estimated $33.4K and bringing the position to 1,519 shares worth $780K. The position accounts for 0.05% of the portfolio, ranked #148.

SFMG Wealth Advisors first reported a position in MA in Q3 2018 and has held it in 5 quarters since. The position peaked at $846K in Q4 2025. 3,599 funds tracked by Wall St. Rank hold MA as of Q2 2026.

  • SFMG Wealth Advisors held 1,519 shares of Mastercard worth $780K as of Q2 2026.
  • SFMG Wealth Advisors bought 67 Mastercard shares in Q2 2026, an estimated $33.4K.
  • Mastercard made up 0.05% of SFMG Wealth Advisors's portfolio in Q2 2026, its #148 holding.
  • SFMG Wealth Advisors first reported a position in Mastercard in Q3 2018 and has held it in 5 quarters since.
  • SFMG Wealth Advisors's Mastercard position peaked at $846K in Q4 2025.
  • 3,599 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on SFMG Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.