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HF Advisory Group’s Mastercard MA Stock Holding History

HF Advisory Group’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 		$1.21M Buy
2,349
+43
+2% +$21.4K 0.37% 84
2026
Q1 		$1.15M Sell
2,306
-245
-10% -$129K 0.39% 85
2025
Q4 		$1.46M Sell
2,551
-793
-24% -$443K 0.51% 72
2025
Q3 		$1.9M Sell
3,344
-87
-3% -$50K 0.7% 53
2025
Q2 		$1.93M Sell
3,431
-327
-9% -$181K 0.76% 49
2025
Q1 		$2.06M Buy
3,758
+36
+1% +$19.6K 0.9% 37
2024
Q4 		$1.96M Buy
3,722
+349
+10% +$181K 0.9% 35
2024
Q3 		$1.67M Sell
3,373
-22
-0.6% -$10.2K 0.77% 46
2024
Q2 		$1.5M Buy
3,395
+312
+10% +$142K 0.77% 48
2024
Q1 		$1.48M Buy
3,083
+51
+2% +$23.3K 0.83% 44
2023
Q4 		$1.29M Buy
3,032
+242
+9% +$97.2K 0.83% 43
2023
Q3 		$1.13M Buy
2,790
+191
+7% +$76.7K 0.84% 42
2023
Q2 		$1.02M Sell
2,599
-1,114
-30% -$418K 0.81% 45
2023
Q1 		$1.35M Sell
3,713
-175
-5% -$63.6K 1.2% 21
2022
Q4 		$1.35M Buy
+3,888
New +$1.28M 1.37% 15

Other funds holding MA

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 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
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
DC
Davenport & Co Richmond, Virginia $20.4B AUM 18.11% 1-Year Est. Return

HF Advisory Group's MA Position: Q2 2026 in Review

HF Advisory Group increased its Mastercard (MA) stake by 1.9% in Q2 2026, buying an estimated $21.4K and bringing the position to 2,349 shares worth $1.21M. The position accounts for 0.37% of the portfolio, ranked #84.

HF Advisory Group first reported a position in MA in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.06M in Q1 2025. 614 funds tracked by Wall St. Rank hold MA as of Q2 2026.

  • HF Advisory Group held 2,349 shares of Mastercard worth $1.21M as of Q2 2026.
  • HF Advisory Group bought 43 Mastercard shares in Q2 2026, an estimated $21.4K.
  • Mastercard made up 0.37% of HF Advisory Group's portfolio in Q2 2026, its #84 holding.
  • HF Advisory Group first reported a position in Mastercard in Q4 2022 and has held it in 15 quarters since.
  • HF Advisory Group's Mastercard position peaked at $2.06M in Q1 2025.
  • 614 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on HF Advisory Group's 13F filing for Q2 2026, filed 9 Jul 2026.