Heffernan Advisory’s Mastercard MA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$562K Buy
1,094
+200
+22% +$99.7K 0.47% 19
2026
Q1
$447K Hold
894
0.41% 18
2025
Q4
$510K Buy
+894
New +$500K 0.49% 18

Other funds holding MA

Heffernan Advisory's MA Position: Q2 2026 in Review

Heffernan Advisory increased its Mastercard (MA) stake by 22% in Q2 2026, buying an estimated $99.7K and bringing the position to 1,094 shares worth $562K. The position accounts for 0.47% of the portfolio, ranked #19.

Heffernan Advisory first reported a position in MA in Q4 2025 and has held it in 3 quarters since. 3,613 funds tracked by Wall St. Rank hold MA as of Q2 2026.

  • Heffernan Advisory held 1,094 shares of Mastercard worth $562K as of Q2 2026.
  • Heffernan Advisory bought 200 Mastercard shares in Q2 2026, an estimated $99.7K.
  • Mastercard made up 0.47% of Heffernan Advisory's portfolio in Q2 2026, its #19 holding.
  • Heffernan Advisory first reported a position in Mastercard in Q4 2025 and has held it in 3 quarters since.
  • 3,613 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on Heffernan Advisory's 13F filing for Q2 2026, filed 21 Jul 2026.