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Perfromance Wealth Partners’s Mastercard MA Stock Holding History

Perfromance Wealth Partners’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 		$1.16M Buy
2,265
+555
+32% +$277K 0.03% 91
2026
Q1 		$854K Sell
1,710
-196
-10% -$103K 0.02% 91
2025
Q4 		$1.09M Buy
1,906
+359
+23% +$201K 0.03% 76
2025
Q3 		$880K Buy
1,547
+504
+48% +$289K 0.02% 83
2025
Q2 		$586K Buy
1,043
+200
+24% +$111K 0.02% 98
2025
Q1 		$462K Sell
843
-10
-1% -$5.44K 0.02% 98
2024
Q4 		$449K Sell
853
-45
-5% -$23.3K 0.01% 104
2024
Q3 		$443K Buy
898
+412
+85% +$192K 0.02% 114
2024
Q2 		$214K Buy
+486
New +$221K 0.01% 151
2022
Q1 		– Sell
-584
Closed -$210K – 184
2021
Q4 		$210K Buy
+584
New +$202K 0.01% 174

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

Perfromance Wealth Partners's MA Position: Q2 2026 in Review

Perfromance Wealth Partners increased its Mastercard (MA) stake by 32% in Q2 2026, buying an estimated $277K and bringing the position to 2,265 shares worth $1.16M. The position accounts for 0.03% of the portfolio, ranked #91.

Perfromance Wealth Partners first reported a position in MA in Q4 2021 and has held it in 10 quarters since. 3,613 funds tracked by Wall St. Rank hold MA as of Q2 2026.

  • Perfromance Wealth Partners held 2,265 shares of Mastercard worth $1.16M as of Q2 2026.
  • Perfromance Wealth Partners bought 555 Mastercard shares in Q2 2026, an estimated $277K.
  • Mastercard made up 0.03% of Perfromance Wealth Partners's portfolio in Q2 2026, its #91 holding.
  • Perfromance Wealth Partners first reported a position in Mastercard in Q4 2021 and has held it in 10 quarters since.
  • 3,613 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on Perfromance Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.