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HFM Investment Advisors’s Mastercard MA Stock Holding History

HFM 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 		$37K Sell
72
-36
-33% -$17.9K 0.01% 58
2026
Q1 		$54K Buy
108
+1
+0.9% +$527 0.02% 51
2025
Q4 		$61.1K Buy
107
+93
+664% +$52K 0.02% 49
2025
Q3 		$7.96K Sell
14
-1
-7% -$574 ﹤0.01% 93
2025
Q2 		$8.43K Buy
15
+8
+114% +$4.42K ﹤0.01% 90
2025
Q1 		$3.84K Buy
+7
New +$3.81K ﹤0.01% 116

Other funds holding MA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mastercard Foundation Asset Management (MFAM)
Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.1B AUM 8.22% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

HFM Investment Advisors reduced its Mastercard (MA) stake by 33% in Q2 2026, selling an estimated $17.9K and leaving 72 shares worth $37K. The position accounts for 0.01% of the portfolio, ranked #58.

HFM Investment Advisors first reported a position in MA in Q1 2025 and has held it in 6 quarters since. The position peaked at $61.1K in Q4 2025. 3,592 funds tracked by Wall St. Rank hold MA as of Q2 2026.

  • HFM Investment Advisors held 72 shares of Mastercard worth $37K as of Q2 2026.
  • HFM Investment Advisors sold 36 Mastercard shares in Q2 2026, an estimated $17.9K.
  • Mastercard made up 0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #58 holding.
  • HFM Investment Advisors first reported a position in Mastercard in Q1 2025 and has held it in 6 quarters since.
  • HFM Investment Advisors's Mastercard position peaked at $61.1K in Q4 2025.
  • 3,592 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.