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Livermore
Livermore
ZHEN

Aprio Wealth Management, LLC

SEC CIK
0001803519
Latest filing
Jul 24, 2026

MA holding history

Mastercard Inc in every 13F filed by Aprio Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MA overviewAll 13F holders of MAFull Q2 2026 holdings

Shares (Q2 2026)
4,549
Value
$2.34M
% of portfolio
0.1%
Quarters held
21
Since Q2 2021
Holdings of MA by Aprio Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,549$2.34M0.1%+209+4.8%AddedHolders
Q1 20264,340$2.17M0.1%−481−10.0%ReducedHolders
Q4 20254,821$2.75M0.2%+1,108+29.8%AddedHolders
Q3 20253,713$2.11M0.2%+264+7.7%AddedHolders
Q2 20253,449$1.94M0.2%−178−4.9%ReducedHolders
Q1 20253,627$1.99M0.2%+675+22.9%AddedHolders
Q4 20242,952$1.55M0.2%+410+16.1%AddedHolders
Q3 20242,542$1.26M0.2%+128+5.3%AddedHolders
Q2 20242,414$1.06M0.2%−66−2.7%ReducedHolders
Q1 20242,480$1.19M0.2%+481+24.1%AddedHolders
Q4 20231,999$852.7K0.2%−18−0.9%ReducedHolders
Q3 20232,017$798.6K0.2%−54−2.6%ReducedHolders
Q2 20232,071$814.5K0.2%+603+41.1%AddedHolders
Q1 20231,468$533.4K0.2%+215+17.2%AddedHolders
Q4 20221,253$435.8K0.2%+34+2.8%AddedHolders
Q3 20221,219$347.0K0.1%+128+11.7%AddedHolders
Q2 20221,091$344.0K0.1%+21+2.0%AddedHolders
Q1 20221,070$382.0K0.1%−10−0.9%ReducedHolders
Q4 20211,080$388.0K0.2%00.0%UnchangedHolders
Q3 20211,080$376.0K0.2%00.0%UnchangedHolders
Q2 20211,080$394.0K0.2%–No prior filingHolders