Petros Family Wealth’s Mastercard MA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$207K Sell
403
-61
-13% -$30.4K 0.13% 128
2026
Q1
$232K Sell
464
-201
-30% -$106K 0.17% 120
2025
Q4
$380K Buy
665
+3
+0.5% +$1.68K 0.25% 94
2025
Q3
$377K Sell
662
-23
-3% -$13.2K 0.32% 84
2025
Q2
$385K Buy
685
+66
+11% +$36.5K 0.35% 83
2025
Q1
$339K Buy
619
+43
+7% +$23.4K 0.38% 76
2024
Q4
$303K Buy
+576
New +$298K 0.33% 84

Other funds holding MA

Petros Family Wealth's MA Position: Q2 2026 in Review

Petros Family Wealth reduced its Mastercard (MA) stake by 13% in Q2 2026, selling an estimated $30.4K and leaving 403 shares worth $207K. The position accounts for 0.13% of the portfolio, ranked #128.

Petros Family Wealth first reported a position in MA in Q4 2024 and has held it in 7 quarters since. The position peaked at $385K in Q2 2025. 1,261 funds tracked by Wall St. Rank hold MA as of Q2 2026.

  • Petros Family Wealth held 403 shares of Mastercard worth $207K as of Q2 2026.
  • Petros Family Wealth sold 61 Mastercard shares in Q2 2026, an estimated $30.4K.
  • Mastercard made up 0.13% of Petros Family Wealth's portfolio in Q2 2026, its #128 holding.
  • Petros Family Wealth first reported a position in Mastercard in Q4 2024 and has held it in 7 quarters since.
  • Petros Family Wealth's Mastercard position peaked at $385K in Q2 2025.
  • 1,261 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

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