UF
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Univest Financial’s Mastercard MA Stock Holding History

Univest Financial’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
Q1 		$6.39M Buy
12,782
+1,485
+13% +$782K 0.36% 55
2025
Q4 		$6.45M Buy
11,297
+296
+3% +$165K 0.34% 56
2025
Q3 		$6.26M Buy
11,001
+1,685
+18% +$968K 0.35% 59
2025
Q2 		$5.24M Buy
9,316
+1,880
+25% +$1.04M 0.31% 62
2025
Q1 		$4.08M Buy
7,436
+3,452
+87% +$1.88M 0.27% 73
2024
Q4 		$2.1M Sell
3,984
-76
-2% -$39.3K 0.13% 115
2024
Q3 		$2.01M Buy
+4,060
New +$1.89M 0.13% 111

Other funds holding MA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Mastercard Foundation Asset Management (MFAM)
Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $33.7B AUM 8.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Univest Financial's MA Position: Q1 2026 in Review

Univest Financial increased its Mastercard (MA) stake by 13% in Q1 2026, buying an estimated $782K and bringing the position to 12,782 shares worth $6.39M. The position accounts for 0.36% of the portfolio, ranked #55.

Univest Financial first reported a position in MA in Q3 2024 and has held it in 7 quarters since. The position peaked at $6.45M in Q4 2025. 3,600 funds tracked by Wall St. Rank hold MA as of Q1 2026.

  • Univest Financial held 12,782 shares of Mastercard worth $6.39M as of Q1 2026.
  • Univest Financial bought 1,485 Mastercard shares in Q1 2026, an estimated $782K.
  • Mastercard made up 0.36% of Univest Financial's portfolio in Q1 2026, its #55 holding.
  • Univest Financial first reported a position in Mastercard in Q3 2024 and has held it in 7 quarters since.
  • Univest Financial's Mastercard position peaked at $6.45M in Q4 2025.
  • 3,600 funds tracked by Wall St. Rank held Mastercard as of Q1 2026.

Based on Univest Financial's 13F filing for Q1 2026, filed 1 May 2026.