Peterson Wealth Services’s Mastercard MA Stock Holding History

Peterson Wealth Services’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 Q3	–	Sell	-7	Closed	-$3.6K	–	241
2026 Q2	$3.6K	Buy	+7	New	+$3.49K	﹤0.01%	215

Other funds holding MA

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.7B AUM 3.08% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Peterson Wealth Services's MA Position: Q3 2026 in Review

Peterson Wealth Services sold out of Mastercard (MA) in Q3 2026, closing a stake of 7 shares — an estimated $3.6K sold.

Peterson Wealth Services first reported a position in MA in Q2 2026 and held it in 1 quarter. The position peaked at $3.6K in Q2 2026. 3,228 funds tracked by Wall St. Rank hold MA as of Q3 2026.

Peterson Wealth Services reported no remaining Mastercard position as of Q3 2026 after selling out during the quarter.
Peterson Wealth Services sold 7 Mastercard shares in Q3 2026, an estimated $3.6K.
Peterson Wealth Services first reported a position in Mastercard in Q2 2026 and held it in 1 quarter.
Peterson Wealth Services's Mastercard position peaked at $3.6K in Q2 2026.
3,228 funds tracked by Wall St. Rank held Mastercard as of Q3 2026.

Based on Peterson Wealth Services's 13F filing for Q3 2026, filed 26 Oct 2026.