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
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

JSC

J. Stern & Co London, United Kingdom $1.03B AUM 20.71% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $33.7B AUM 8.48% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

SS&H Financial Advisors's MA Position: Q4 2025 in Review

SS&H Financial Advisors reduced its Mastercard (MA) stake by 4.7% in Q4 2025, selling an estimated $87.8K and leaving 3,197 shares worth $1.82M. The position accounts for 0.53% of the portfolio, ranked #49.

SS&H Financial Advisors first reported a position in MA in Q1 2022 and has held it in 15 quarters since. The position peaked at $1.91M in Q3 2025. 3,722 funds tracked by Wall St. Rank hold MA as of Q4 2025.

SS&H Financial Advisors held 3,197 shares of Mastercard worth $1.82M as of Q4 2025.
SS&H Financial Advisors sold 157 Mastercard shares in Q4 2025, an estimated $87.8K.
Mastercard made up 0.53% of SS&H Financial Advisors's portfolio in Q4 2025, its #49 holding.
SS&H Financial Advisors first reported a position in Mastercard in Q1 2022 and has held it in 15 quarters since.
SS&H Financial Advisors's Mastercard position peaked at $1.91M in Q3 2025.
3,722 funds tracked by Wall St. Rank held Mastercard as of Q4 2025.

Based on SS&H Financial Advisors's 13F filing for Q4 2025, filed 20 Jan 2026.