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
Q2 		$7.62M Buy
14,840
+2,058
+16% +$1.03M 0.37% 54
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 $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 $3.38T AUM 44.17% 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

Univest Financial's MA Position: Q2 2026 in Review

Univest Financial increased its Mastercard (MA) stake by 16% in Q2 2026, buying an estimated $1.03M and bringing the position to 14,840 shares worth $7.62M. The position accounts for 0.37% of the portfolio, ranked #54.

Univest Financial first reported a position in MA in Q3 2024 and has held it in 8 quarters since. 3,631 funds tracked by Wall St. Rank hold MA as of Q2 2026.

  • Univest Financial held 14,840 shares of Mastercard worth $7.62M as of Q2 2026.
  • Univest Financial bought 2,058 Mastercard shares in Q2 2026, an estimated $1.03M.
  • Mastercard made up 0.37% of Univest Financial's portfolio in Q2 2026, its #54 holding.
  • Univest Financial first reported a position in Mastercard in Q3 2024 and has held it in 8 quarters since.
  • 3,631 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on Univest Financial's 13F filing for Q2 2026, filed 7 Aug 2026.