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YHB Investment Advisors’s Mastercard MA Stock Holding History

YHB Investment 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
2026
Q2 		$3.19M Buy
6,219
+1,484
+31% +$740K 0.2% 101
2026
Q1 		$2.37M Buy
4,735
+615
+15% +$324K 0.17% 115
2025
Q4 		$2.35M Sell
4,120
-41
-1% -$22.9K 0.16% 115
2025
Q3 		$2.37M Sell
4,161
-90
-2% -$51.7K 0.17% 113
2025
Q2 		$2.39M Buy
4,251
+86
+2% +$47.6K 0.18% 112
2025
Q1 		$2.28M Sell
4,165
-127
-3% -$69.1K 0.19% 112
2024
Q4 		$2.26M Buy
4,292
+141
+3% +$73K 0.19% 110
2024
Q3 		$2.05M Buy
4,151
+211
+5% +$98.1K 0.17% 116
2024
Q2 		$1.74M Buy
3,940
+203
+5% +$92.5K 0.15% 128
2024
Q1 		$1.8M Sell
3,737
-67
-2% -$30.6K 0.16% 122
2023
Q4 		$1.62M Buy
3,804
+31
+0.8% +$12.5K 0.16% 125
2023
Q3 		$1.49M Buy
3,773
+61
+2% +$24.5K 0.14% 131
2023
Q2 		$1.46M Sell
3,712
-97
-3% -$36.4K 0.14% 131
2023
Q1 		$1.38M Buy
3,809
+41
+1% +$14.9K 0.14% 130
2022
Q4 		$1.31M Buy
3,768
+44
+1% +$14.5K 0.14% 131
2022
Q3 		$1.06M Buy
3,724
+125
+3% +$41.4K 0.12% 137
2022
Q2 		$1.14M Sell
3,599
-125
-3% -$43K 0.12% 134
2022
Q1 		$1.33M Buy
3,724
+178
+5% +$64K 0.12% 143
2021
Q4 		$1.27M Buy
3,546
+90
+3% +$31.1K 0.1% 157
2021
Q3 		$1.2M Sell
3,456
-5
-0.1% -$1.82K 0.1% 157
2021
Q2 		$1.26M Sell
3,461
-100
-3% -$37.2K 0.11% 156
2021
Q1 		$1.38M Sell
3,561
-760
-18% -$265K 0.12% 152
2020
Q4 		$1.54M Buy
4,321
+81
+2% +$26.9K 0.15% 134
2020
Q3 		$1.43M Buy
4,240
+755
+22% +$245K 0.16% 125
2020
Q2 		$1.03M Buy
3,485
+250
+8% +$70.5K 0.15% 105
2020
Q1 		$781K Buy
3,235
+375
+13% +$111K 0.13% 111
2019
Q4 		$854K Buy
2,860
+10
+0.4% +$2.82K 0.12% 117
2019
Q3 		$774K Sell
2,850
-5
-0.2% -$1.38K 0.12% 119
2019
Q2 		$755K Sell
2,855
-580
-17% -$145K 0.12% 124
2019
Q1 		$809K Buy
3,435
+17
+0.5% +$3.66K 0.13% 124
2018
Q4 		$645K Sell
3,418
-110
-3% -$21.8K 0.12% 124
2018
Q3 		$785K Buy
3,528
+90
+3% +$18.8K 0.12% 128
2018
Q2 		$676K Buy
3,438
+40
+1% +$7.52K 0.11% 128
2018
Q1 		$595K Sell
3,398
-20
-0.6% -$3.42K 0.1% 130
2017
Q4 		$517K Hold
3,418
– – 0.09% 132
2017
Q3 		$483K Sell
3,418
-90
-3% -$11.9K 0.09% 130
2017
Q2 		$426K Sell
3,508
-40
-1% -$4.75K 0.07% 136
2017
Q1 		$413K Buy
3,548
+260
+8% +$28.5K 0.08% 137
2016
Q4 		$339K Buy
3,288
+140
+4% +$14.5K 0.07% 138
2016
Q3 		$320K Buy
3,148
+300
+11% +$28.8K 0.08% 140
2016
Q2 		$251K Buy
2,848
+650
+30% +$62.1K 0.06% 150
2016
Q1 		$208K Buy
+2,198
New +$194K 0.06% 146

Other funds holding MA

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
MC
Metropolis Capital Amersham, United Kingdom $3.45B AUM 1.26% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

YHB Investment Advisors's MA Position: Q2 2026 in Review

YHB Investment Advisors increased its Mastercard (MA) stake by 31% in Q2 2026, buying an estimated $740K and bringing the position to 6,219 shares worth $3.19M. The position accounts for 0.2% of the portfolio, ranked #101.

YHB Investment Advisors first reported a position in MA in Q1 2016 and has held it in 42 quarters since. 1,167 funds tracked by Wall St. Rank hold MA as of Q2 2026.

  • YHB Investment Advisors held 6,219 shares of Mastercard worth $3.19M as of Q2 2026.
  • YHB Investment Advisors bought 1,484 Mastercard shares in Q2 2026, an estimated $740K.
  • Mastercard made up 0.2% of YHB Investment Advisors's portfolio in Q2 2026, its #101 holding.
  • YHB Investment Advisors first reported a position in Mastercard in Q1 2016 and has held it in 42 quarters since.
  • 1,167 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on YHB Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.