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 Q2	$3.6K	Buy	+7	New	+$3.49K	﹤0.01%	215

Other funds holding MA

Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.1B AUM 8.22% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

LWCFA

Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return

RCWMU

Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

BPC

Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

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

Peterson Wealth Services opened a new position in Mastercard (MA) in Q2 2026: 7 shares worth $3.6K. The stake represents ﹤0.01% of the portfolio and ranks #215 among its holdings.

1,682 funds tracked by Wall St. Rank hold MA as of Q2 2026.

Peterson Wealth Services held 7 shares of Mastercard worth $3.6K as of Q2 2026.
Mastercard was a new Peterson Wealth Services position in Q2 2026.
Mastercard made up ﹤0.01% of Peterson Wealth Services's portfolio in Q2 2026, its #215 holding.
1,682 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on Peterson Wealth Services's 13F filing for Q2 2026, filed 27 Jul 2026.