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HHM Wealth Advisors’s Mastercard MA Stock Holding History

HHM Wealth 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 		$395K Buy
769
+10
+1% +$4.99K 0.04% 149
2026
Q1 		$379K Buy
759
+35
+5% +$18.4K 0.04% 137
2025
Q4 		$414K Sell
724
-64
-8% -$35.8K 0.05% 129
2025
Q3 		$448K Buy
788
+8
+1% +$4.59K 0.05% 125
2025
Q2 		$438K Sell
780
-64
-8% -$35.4K 0.05% 123
2025
Q1 		$463K Buy
844
+55
+7% +$29.9K 0.06% 109
2024
Q4 		$415K Buy
789
+45
+6% +$23.3K 0.06% 119
2024
Q3 		$367K Buy
744
+110
+17% +$51.2K 0.05% 116
2024
Q2 		$280K Sell
634
-39
-6% -$17.8K 0.04% 139
2024
Q1 		$324K Hold
673
– – 0.05% 108
2023
Q4 		$287K Sell
673
-15
-2% -$6.03K 0.05% 108
2023
Q3 		$272K Hold
688
– – 0.05% 104
2023
Q2 		$271K Hold
688
– – 0.05% 112
2023
Q1 		$250K Hold
688
– – 0.05% 115
2022
Q4 		$239K Sell
688
-70
-9% -$23K 0.05% 107
2022
Q3 		$215K Sell
758
-121
-14% -$40.1K 0.06% 101
2022
Q2 		$277K Buy
879
+67
+8% +$23.1K 0.07% 105
2022
Q1 		$290K Hold
812
– – 0.07% 113
2021
Q4 		$292K Buy
812
+116
+17% +$40.1K 0.07% 105
2021
Q3 		$242K Hold
696
– – 0.07% 114
2021
Q2 		$254K Buy
696
+51
+8% +$19K 0.07% 116
2021
Q1 		$230K Sell
645
-11
-2% -$3.84K 0.07% 104
2020
Q4 		$234K Buy
656
+11
+2% +$3.66K 0.08% 96
2020
Q3 		$218K Hold
645
– – 0.09% 84
2020
Q2 		$191K Hold
645
– – 0.08% 86
2020
Q1 		$156K Buy
+645
New +$192K 0.08% 89

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

HHM Wealth Advisors's MA Position: Q2 2026 in Review

HHM Wealth Advisors increased its Mastercard (MA) stake by 1.3% in Q2 2026, buying an estimated $4.99K and bringing the position to 769 shares worth $395K. The position accounts for 0.04% of the portfolio, ranked #149.

HHM Wealth Advisors first reported a position in MA in Q1 2020 and has held it in 26 quarters since. The position peaked at $463K in Q1 2025. 3,592 funds tracked by Wall St. Rank hold MA as of Q2 2026.

  • HHM Wealth Advisors held 769 shares of Mastercard worth $395K as of Q2 2026.
  • HHM Wealth Advisors bought 10 Mastercard shares in Q2 2026, an estimated $4.99K.
  • Mastercard made up 0.04% of HHM Wealth Advisors's portfolio in Q2 2026, its #149 holding.
  • HHM Wealth Advisors first reported a position in Mastercard in Q1 2020 and has held it in 26 quarters since.
  • HHM Wealth Advisors's Mastercard position peaked at $463K in Q1 2025.
  • 3,592 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.