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United Advisor Group’s Mastercard MA Stock Holding History

United Advisor 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 		$794K Buy
1,546
+51
+3% +$25.4K 0.08% 243
2026
Q1 		$747K Sell
1,495
-38
-2% -$20K 0.09% 224
2025
Q4 		$875K Sell
1,533
-124
-7% -$69.3K 0.11% 198
2025
Q3 		$943K Buy
1,657
+524
+46% +$301K 0.13% 169
2025
Q2 		$637K Buy
1,133
+433
+62% +$239K 0.11% 185
2025
Q1 		$384K Sell
700
-188
-21% -$102K 0.08% 231
2024
Q4 		$468K Buy
888
+34
+4% +$17.6K 0.09% 206
2024
Q3 		$422K Buy
854
+348
+69% +$162K 0.1% 214
2024
Q2 		$223K Buy
+506
New +$231K 0.07% 243

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

United Advisor Group's MA Position: Q2 2026 in Review

United Advisor Group increased its Mastercard (MA) stake by 3.4% in Q2 2026, buying an estimated $25.4K and bringing the position to 1,546 shares worth $794K. The position accounts for 0.08% of the portfolio, ranked #243.

United Advisor Group first reported a position in MA in Q2 2024 and has held it in 9 quarters since. The position peaked at $943K in Q3 2025. 3,599 funds tracked by Wall St. Rank hold MA as of Q2 2026.

  • United Advisor Group held 1,546 shares of Mastercard worth $794K as of Q2 2026.
  • United Advisor Group bought 51 Mastercard shares in Q2 2026, an estimated $25.4K.
  • Mastercard made up 0.08% of United Advisor Group's portfolio in Q2 2026, its #243 holding.
  • United Advisor Group first reported a position in Mastercard in Q2 2024 and has held it in 9 quarters since.
  • United Advisor Group's Mastercard position peaked at $943K in Q3 2025.
  • 3,599 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.