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HMV Wealth Advisors’s Mastercard MA Stock Holding History

HMV 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 		$611K Sell
1,189
-5
-0.4% -$2.49K 0.24% 51
2026
Q1 		$597K Sell
1,194
-128
-10% -$67.4K 0.28% 43
2025
Q4 		$755K Hold
1,322
– – 0.38% 38
2025
Q3 		$752K Sell
1,322
-21
-2% -$12.1K 0.41% 36
2025
Q2 		$755K Sell
1,343
-1,073
-44% -$593K 0.49% 37
2025
Q1 		$1.32M Sell
2,416
-55
-2% -$29.9K 1.05% 29
2024
Q4 		$1.3M Buy
+2,471
New +$1.28M 1.3% 26

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
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
BPC
Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 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
MC
Metropolis Capital Amersham, United Kingdom $3.45B AUM 1.26% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

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

HMV Wealth Advisors reduced its Mastercard (MA) stake by 0.42% in Q2 2026, selling an estimated $2.49K and leaving 1,189 shares worth $611K. The position accounts for 0.24% of the portfolio, ranked #51.

HMV Wealth Advisors first reported a position in MA in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.32M in Q1 2025. 1,159 funds tracked by Wall St. Rank hold MA as of Q2 2026.

  • HMV Wealth Advisors held 1,189 shares of Mastercard worth $611K as of Q2 2026.
  • HMV Wealth Advisors sold 5 Mastercard shares in Q2 2026, an estimated $2.49K.
  • Mastercard made up 0.24% of HMV Wealth Advisors's portfolio in Q2 2026, its #51 holding.
  • HMV Wealth Advisors first reported a position in Mastercard in Q4 2024 and has held it in 7 quarters since.
  • HMV Wealth Advisors's Mastercard position peaked at $1.32M in Q1 2025.
  • 1,159 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

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