United Asset Strategies, Inc.

Position in MA — Mastercard Inc

CIK 1539948 GARDEN CITY, NY

Position in MA

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$22,072,473

+$1,038,286 QoQ

Shares Held

42,976

+2.1% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

1.90%

of 13F equity value

Holder Rank

#626

of 3,560 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 76% Shared 0% None 24%

Financial Services · as of Jun 30, 2026

United Asset Strategies, Inc. holds $29,527,482 across 5 Credit Services names. MA ranks #1 (74.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MA	Mastercard Inc This page	42,976	$22,072,473
2	V	Visa Inc.	13,363	$4,584,711
3	PYPL	PayPal Holdings, Inc.	32,515	$1,403,997
4	AXP	American Express Co	3,695	$1,249,833
5	COF	Capital One Financial Corp	1,079	$216,468

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$22,072,473	42,976	+2.1%	Shares	Sole	2026-07-13
2026-03-31	$21,034,187	42,097	+1.5%	Shares	Sole	2026-04-29
2025-12-31	$23,682,385	41,484	+1.6%	Shares	Sole	2026-01-28
2025-09-30	$23,226,218	40,833	+0.1%	Shares	Sole	2025-10-23
2025-06-30	$22,928,837	40,803	+3.8%	Shares	Sole	2025-08-08
2025-03-31	$21,540,019	39,298	+2.8%	Shares	Sole	2025-05-14
2024-12-31	$20,132,350	38,233	+1.7%	Shares	Sole	2025-01-22
2024-09-30	$18,571,324	37,609	+3.1%	Shares	Sole	2024-10-28
2024-06-30	$16,085,134	36,461	+3.2%	Shares	Sole	2024-08-01
2024-03-31	$17,009,052	35,320	+2.8%	Shares	Sole	2024-04-23
2023-12-31	$14,658,722	34,369	-13.8%	Shares	Sole	2024-01-30
2023-09-30	$15,779,388	39,856	-0.9%	Shares	Sole	2023-11-07
2023-06-30	$15,816,166	40,214	+1.2%	Shares	Sole	2023-07-25
2023-03-31	$14,437,189	39,727	-0.6%	Shares	Sole	2023-07-25
2022-12-31	$13,892,161	39,951	-8.0%	Shares	Sole	2023-01-26
2022-09-30	$12,348,033	43,427	+2.0%	Shares	Sole	2022-10-24
2022-06-30	$13,425,566	42,556	+1.1%	Shares	Sole	2022-08-15
2022-03-31	$15,045,340	42,099	+3.5%	Shares	Sole	2022-04-29
2021-12-31	$14,614,622	40,673	+7.6%	Shares	Sole	2022-01-31
2021-09-30	$13,136,393	37,783	+6.2%	Shares	Sole	2021-10-21
2021-06-30	$12,991,727	35,585	+3.5%	Shares	Sole	2021-07-19
2021-03-31	$12,237,438	34,370	+3.9%	Shares	Sole	2021-04-27
2020-12-31	$11,811,858	33,092	+3.5%	Shares	Sole	2021-02-05
2020-09-30	$10,813,662	31,977	+127.4%	Shares	Sole	2020-11-03
2020-06-30	$4,159,020	14,065	+6.4%	Shares	Sole	2020-08-03
2020-03-31	$3,192,456	13,216	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.