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Sound View Wealth Advisors Group’s Mastercard MA Stock Holding History

Sound View Wealth Advisors Group’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 		$672K Sell
1,309
-230
-15% -$115K 0.04% 249
2026
Q1 		$769K Buy
1,539
+30
+2% +$15.8K 0.05% 220
2025
Q4 		$861K Sell
1,509
-65
-4% -$36.3K 0.06% 206
2025
Q3 		$895K Buy
1,574
+14
+0.9% +$8.04K 0.06% 206
2025
Q2 		$877K Sell
1,560
-110
-7% -$60.8K 0.06% 202
2025
Q1 		$915K Sell
1,670
-118
-7% -$64.2K 0.08% 184
2024
Q4 		$941K Hold
1,788
– – 0.08% 184
2024
Q3 		$883K Buy
1,788
+406
+29% +$189K 0.07% 195
2024
Q2 		$610K Buy
1,382
+5
+0.4% +$2.28K 0.06% 217
2024
Q1 		$663K Sell
1,377
-103
-7% -$47.1K 0.07% 211
2023
Q4 		$631K Sell
1,480
-66
-4% -$26.5K 0.07% 214
2023
Q3 		$612K Buy
1,546
+313
+25% +$126K 0.08% 195
2023
Q2 		$485K Sell
1,233
-153
-11% -$57.4K 0.06% 225
2023
Q1 		$504K Sell
1,386
-94
-6% -$34.1K 0.07% 218
2022
Q4 		$631K Buy
1,480
+122
+9% +$40.2K 0.07% 214
2022
Q3 		$386K Buy
1,358
+31
+2% +$10.3K 0.09% 183
2022
Q2 		$419K Sell
1,327
-62
-4% -$21.4K 0.09% 183
2022
Q1 		$496K Buy
1,389
+22
+2% +$7.91K 0.09% 177
2021
Q4 		$491K Sell
1,367
-183
-12% -$63.3K 0.09% 182
2021
Q3 		$539K Buy
1,550
+420
+37% +$153K 0.11% 157
2021
Q2 		$413K Sell
1,130
-11
-1% -$4.09K 0.09% 194
2021
Q1 		$406K Buy
1,141
+83
+8% +$29K 0.09% 179
2020
Q4 		$378K Buy
1,058
+16
+2% +$5.32K 0.09% 176
2020
Q3 		$352K Hold
1,042
– – 0.09% 176
2020
Q2 		$308K Buy
1,042
+57
+6% +$16.1K 0.09% 182
2020
Q1 		$238K Buy
985
+115
+13% +$34.2K 0.08% 187
2019
Q4 		$260K Sell
870
-147
-14% -$41.4K 0.07% 207
2019
Q3 		$276K Sell
1,017
-5
-0.5% -$1.38K 0.08% 200
2019
Q2 		$270K Buy
+1,022
New +$256K 0.08% 210

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

Sound View Wealth Advisors Group's MA Position: Q2 2026 in Review

Sound View Wealth Advisors Group reduced its Mastercard (MA) stake by 15% in Q2 2026, selling an estimated $115K and leaving 1,309 shares worth $672K. The position accounts for 0.04% of the portfolio, ranked #249.

Sound View Wealth Advisors Group first reported a position in MA in Q2 2019 and has held it in 29 quarters since. The position peaked at $941K in Q4 2024. 3,599 funds tracked by Wall St. Rank hold MA as of Q2 2026.

  • Sound View Wealth Advisors Group held 1,309 shares of Mastercard worth $672K as of Q2 2026.
  • Sound View Wealth Advisors Group sold 230 Mastercard shares in Q2 2026, an estimated $115K.
  • Mastercard made up 0.04% of Sound View Wealth Advisors Group's portfolio in Q2 2026, its #249 holding.
  • Sound View Wealth Advisors Group first reported a position in Mastercard in Q2 2019 and has held it in 29 quarters since.
  • Sound View Wealth Advisors Group's Mastercard position peaked at $941K in Q4 2024.
  • 3,599 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.