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Peterson Wealth Management’s Mastercard MA Stock Holding History

Peterson Wealth Management’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 		$1.07M Buy
2,075
+129
+7% +$64.3K 0.5% 27
2026
Q1 		$972K Buy
1,946
+155
+9% +$81.6K 0.56% 27
2025
Q4 		$1.02M Sell
1,791
-7,019
-80% -$3.92M 0.76% 25
2025
Q3 		$5.01M Buy
8,810
+394
+5% +$226K 3.47% 10
2025
Q2 		$4.73M Buy
8,416
+891
+12% +$493K 2.8% 12
2025
Q1 		$4.12M Sell
7,525
-3,404
-31% -$1.85M 2.78% 12
2024
Q4 		$5.75M Buy
10,929
+158
+1% +$81.8K 3.42% 11
2024
Q3 		$5.32M Sell
10,771
-37
-0.3% -$17.2K 3.4% 11
2024
Q2 		$4.77M Buy
10,808
+5,805
+116% +$2.64M 2.94% 13
2024
Q1 		$2.41M Buy
5,003
+1,259
+34% +$576K 1.74% 19
2023
Q4 		$1.6M Buy
3,744
+293
+8% +$118K 1.44% 23
2023
Q3 		$1.37M Buy
3,451
+1,229
+55% +$493K 1.12% 24
2023
Q2 		$874K Buy
+2,222
New +$834K 0.69% 39
2022
Q2 		– Sell
-3,065
Closed -$1.09M – 51
2022
Q1 		$1.09M Sell
3,065
-710
-19% -$255K 0.73% 40
2021
Q4 		$1.36M Buy
3,775
+112
+3% +$38.7K 0.91% 38
2021
Q3 		$1.27M Buy
3,663
+69
+2% +$25.1K 0.99% 36
2021
Q2 		$1.31M Sell
3,594
-1,019
-22% -$379K 1.02% 36
2021
Q1 		$1.64M Sell
4,613
-1,141
-20% -$398K 1.39% 24
2020
Q4 		$2.05M Buy
5,754
+187
+3% +$62.2K 1.67% 21
2020
Q3 		$1.88M Buy
5,567
+131
+2% +$42.6K 1.67% 20
2020
Q2 		$1.61M Sell
5,436
-2,645
-33% -$746K 1.6% 23
2020
Q1 		$1.95M Sell
8,081
-3,624
-31% -$1.08M 2.38% 18
2019
Q4 		$3.64M Buy
+11,705
New +$3.3M 3.3% 12

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

Peterson Wealth Management's MA Position: Q2 2026 in Review

Peterson Wealth Management increased its Mastercard (MA) stake by 6.6% in Q2 2026, buying an estimated $64.3K and bringing the position to 2,075 shares worth $1.07M. The position accounts for 0.5% of the portfolio, ranked #27.

Peterson Wealth Management first reported a position in MA in Q4 2019 and has held it in 23 quarters since. The position peaked at $5.75M in Q4 2024. 3,617 funds tracked by Wall St. Rank hold MA as of Q2 2026.

  • Peterson Wealth Management held 2,075 shares of Mastercard worth $1.07M as of Q2 2026.
  • Peterson Wealth Management bought 129 Mastercard shares in Q2 2026, an estimated $64.3K.
  • Mastercard made up 0.5% of Peterson Wealth Management's portfolio in Q2 2026, its #27 holding.
  • Peterson Wealth Management first reported a position in Mastercard in Q4 2019 and has held it in 23 quarters since.
  • Peterson Wealth Management's Mastercard position peaked at $5.75M in Q4 2024.
  • 3,617 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on Peterson Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.