Skip to main content

Herold Advisors, Inc.

SEC CIK
0001891713
Latest filing
Jul 22, 2026

MA holding history

Mastercard Inc in every 13F filed by Herold Advisors, Inc., 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)
15,902
Value
$8.17M
% of portfolio
1.6%
Quarters held
20
Since Q3 2021
Holdings of MA by Herold Advisors, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202615,902$8.17M1.6%+109+0.7%AddedHolders
Q1 202615,793$7.89M1.7%+426+2.8%AddedHolders
Q4 202515,367$8.77M2.0%−80−0.5%ReducedHolders
Q3 202515,447$8.79M2.0%+560+3.8%AddedHolders
Q2 202514,887$8.37M1.8%−1,162−7.2%ReducedHolders
Q1 202516,049$8.80M1.9%−647−3.9%ReducedHolders
Q4 202416,696$8.79M1.9%−586−3.4%ReducedHolders
Q3 202417,282$8.53M1.9%−97−0.6%ReducedHolders
Q2 202417,379$7.67M1.8%+209+1.2%AddedHolders
Q1 202417,170$8.27M2.0%−29−0.2%ReducedHolders
Q4 202317,199$7.34M2.0%−205−1.2%ReducedHolders
Q3 202317,404$6.89M2.1%+135+0.8%AddedHolders
Q2 202317,269$6.79M2.1%+236+1.4%AddedHolders
Q1 202317,033$6.19M2.1%−547−3.1%ReducedHolders
Q4 202217,580$6.11M2.6%00.0%UnchangedHolders
Q3 202217,580$5.00M2.4%+45+0.3%AddedHolders
Q2 202217,535$5.53M2.5%+110+0.6%AddedHolders
Q1 202217,425$6.23M2.2%−300−1.7%ReducedHolders
Q4 202117,725$6.37M2.5%−150−0.8%ReducedHolders
Q3 202117,875$6.21M2.4%–No prior filingHolders