Verdence Capital Advisors’s Mastercard MA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$6.9M Buy
13,812
+274
+2% +$144K 0.4% 51
2025
Q4
$7.73M Sell
13,538
-1,873
-12% -$1.05M 0.46% 46
2025
Q3
$8.82M Buy
15,411
+1,227
+9% +$705K 0.51% 38
2025
Q2
$7.97M Buy
14,184
+170
+1% +$94K 0.54% 40
2025
Q1
$7.68M Sell
14,014
-457
-3% -$249K 0.59% 38
2024
Q4
$7.62M Buy
14,471
+157
+1% +$81.3K 0.61% 35
2024
Q3
$7.07M Buy
14,314
+745
+5% +$346K 0.56% 40
2024
Q2
$5.99M Buy
13,569
+411
+3% +$187K 0.53% 44
2024
Q1
$6.34M Sell
13,158
-224
-2% -$102K 0.58% 44
2023
Q4
$5.71M Buy
13,382
+265
+2% +$106K 0.55% 44
2023
Q3
$5.19M Buy
13,117
+1,407
+12% +$565K 0.56% 45
2023
Q2
$4.61M Sell
11,710
-304
-3% -$114K 0.53% 44
2023
Q1
$4.37M Sell
12,014
-624
-5% -$227K 0.53% 44
2022
Q4
$4.39M Sell
12,638
-444
-3% -$146K 0.54% 37
2022
Q3
$3.72M Buy
13,082
+579
+5% +$192K 0.51% 44
2022
Q2
$3.94M Buy
12,503
+834
+7% +$287K 0.51% 45
2022
Q1
$4.17M Buy
11,669
+953
+9% +$343K 0.47% 50
2021
Q4
$3.85M Buy
10,716
+269
+3% +$93K 0.45% 55
2021
Q3
$3.63M Buy
10,447
+1,461
+16% +$531K 0.48% 51
2021
Q2
$3.28M Sell
8,986
-170
-2% -$63.2K 0.46% 53
2021
Q1
$3.26M Buy
9,156
+1,096
+14% +$382K 0.55% 41
2020
Q4
$2.88M Buy
8,060
+997
+14% +$332K 0.55% 42
2020
Q3
$2.39M Buy
7,063
+618
+10% +$201K 0.55% 45
2020
Q2
$1.91M Buy
6,445
+310
+5% +$87.4K 0.47% 61
2020
Q1
$1.48M Buy
6,135
+137
+2% +$40.7K 0.44% 61
2019
Q4
$1.79M Sell
5,998
-40
-0.7% -$11.3K 0.44% 66
2019
Q3
$1.64M Sell
6,038
-154
-2% -$42.4K 0.46% 69
2019
Q2
$1.64M Buy
6,192
+288
+5% +$72.1K 0.47% 70
2019
Q1
$1.39M Buy
5,904
+63
+1% +$13.6K 0.38% 75
2018
Q4
$1.1M Buy
5,841
+66
+1% +$13.1K 0.31% 78
2018
Q3
$1.29M Buy
5,775
+2,874
+99% +$600K 0.32% 75
2018
Q2
$570K Sell
2,901
-592
-17% -$111K 0.14% 160
2018
Q1
$612K Buy
3,493
+174
+5% +$29.7K 0.15% 147
2017
Q4
$502K Buy
+3,319
New +$494K 0.12% 155

Other funds holding MA

Verdence Capital Advisors's MA Position: Q1 2026 in Review

Verdence Capital Advisors increased its Mastercard (MA) stake by 2% in Q1 2026, buying an estimated $144K and bringing the position to 13,812 shares worth $6.9M. The position accounts for 0.4% of the portfolio, ranked #51.

Verdence Capital Advisors first reported a position in MA in Q4 2017 and has held it in 34 quarters since. The position peaked at $8.82M in Q3 2025. 3,600 funds tracked by Wall St. Rank hold MA as of Q1 2026.

  • Verdence Capital Advisors held 13,812 shares of Mastercard worth $6.9M as of Q1 2026.
  • Verdence Capital Advisors bought 274 Mastercard shares in Q1 2026, an estimated $144K.
  • Mastercard made up 0.4% of Verdence Capital Advisors's portfolio in Q1 2026, its #51 holding.
  • Verdence Capital Advisors first reported a position in Mastercard in Q4 2017 and has held it in 34 quarters since.
  • Verdence Capital Advisors's Mastercard position peaked at $8.82M in Q3 2025.
  • 3,600 funds tracked by Wall St. Rank held Mastercard as of Q1 2026.

Based on Verdence Capital Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.