SS&H Financial Advisors’s Mastercard MA Stock Holding History

SS&H 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	$1.64M	Buy	+3,197	New	+$1.59M	0.42%	54
2025 Q4	$1.82M	Sell	3,197 -157	-5%	-$87.8K	0.53%	49
2025 Q3	$1.91M	Buy	3,354 +250	+8%	+$144K	0.58%	42
2025 Q2	$1.74M	Sell	3,104 -25	-0.8%	-$13.8K	0.58%	45
2025 Q1	$1.72M	Hold	3,129	–	–	0.64%	42
2024 Q4	$1.65M	Buy	3,129 +54	+2%	+$28K	0.6%	44
2024 Q3	$1.52M	Buy	3,075 +121	+4%	+$56.3K	0.55%	47
2024 Q2	$1.3M	Buy	2,954 +1,164	+65%	+$530K	0.51%	50
2024 Q1	$862K	Hold	1,790	–	–	0.36%	65
2023 Q4	$763K	Hold	1,790	–	–	0.32%	71
2023 Q3	$709K	Buy	+1,790	New	+$719K	0.33%	67
2023 Q1	$649K	Hold	1,785	–	–	0.3%	74
2022 Q4	$621K	Sell	1,785 -25	-1%	-$8.23K	0.3%	76
2022 Q3	$515K	Hold	1,810	–	–	0.27%	77
2022 Q2	$571K	Sell	1,810 -56	-3%	-$19.3K	0.26%	80
2022 Q1	$667K	Buy	+1,866	New	+$671K	0.26%	81

Other funds holding MA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.1B AUM 8.22% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SS&H Financial Advisors's MA Position: Q2 2026 in Review

SS&H Financial Advisors opened a new position in Mastercard (MA) in Q2 2026: 3,197 shares worth $1.64M. The stake represents 0.42% of the portfolio and ranks #54 among its holdings. This is a return to the name: SS&H Financial Advisors previously reported a position in MA as recently as Q4 2025.

SS&H Financial Advisors first reported a position in MA in Q1 2022 and has held it in 16 quarters since. The position peaked at $1.91M in Q3 2025. 3,624 funds tracked by Wall St. Rank hold MA as of Q2 2026.

SS&H Financial Advisors held 3,197 shares of Mastercard worth $1.64M as of Q2 2026.
Mastercard was a new SS&H Financial Advisors position in Q2 2026.
Mastercard made up 0.42% of SS&H Financial Advisors's portfolio in Q2 2026, its #54 holding.
SS&H Financial Advisors first reported a position in Mastercard in Q1 2022 and has held it in 16 quarters since.
SS&H Financial Advisors's Mastercard position peaked at $1.91M in Q3 2025.
3,624 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on SS&H Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.