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EverSource Wealth Advisors, LLC

SEC CIK
0001710537
Latest filing
Jul 24, 2026

MA holding history

Mastercard Inc in every 13F filed by EverSource Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MA overviewAll 13F holders of MAFull Q2 2026 holdings

Shares (Q2 2026)
5,984
Value
$3.07M
% of portfolio
0.1%
Quarters held
19
Since Q4 2021
Holdings of MA by EverSource Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,984$3.07M0.1%−1,247−17.2%ReducedHolders
Q1 20267,231$3.61M0.1%+967+15.4%AddedHolders
Q4 20256,264$3.58M0.1%−251−3.9%ReducedHolders
Q3 20256,515$3.71M0.1%−557−7.9%ReducedHolders
Q2 20257,072$3.97M0.2%+399+6.0%AddedHolders
Q1 20256,673$3.66M0.2%−163−2.4%ReducedHolders
Q4 20246,836$3.60M0.2%+1,608+30.8%AddedHolders
Q3 20245,228$2.58M0.2%−44−0.8%ReducedHolders
Q2 20245,272$2.44M0.2%+320+6.5%AddedHolders
Q1 20244,952$2.23M0.2%+222+4.7%AddedHolders
Q4 20234,730$2.02M0.2%−112−2.3%ReducedHolders
Q3 20234,842$1.92M0.2%+223+4.8%AddedHolders
Q2 20234,619$1.82M0.2%+1,769+62.1%AddedHolders
Q1 20232,850$1.04M0.1%+47+1.7%AddedHolders
Q4 20222,803$974.7K0.1%−2,208−44.1%ReducedHolders
Q3 20225,011$1.43M0.3%+3,519+235.9%AddedHolders
Q2 20221,492$472.0K0.1%+678+83.3%AddedHolders
Q1 2022814$291.0K0.1%−284−25.9%ReducedHolders
Q4 20211,098$395.0K0.1%–No prior filingHolders