Triad Wealth Partners
MA icon

Triad Wealth Partners’s Mastercard MA Stock Holding History

Triad 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
Q3 		$1.94M Hold
3,524
– – 0.11% 127
2026
Q2 		$2.01M Buy
3,524
+639
+22% +$319K 0.12% 119
2026
Q1 		$1.44M Buy
2,885
+204
+8% +$107K 0.11% 129
2025
Q4 		$1.53M Sell
2,681
-216
-7% -$121K 0.15% 104
2025
Q3 		$1.65M Buy
2,897
+635
+28% +$365K 0.21% 78
2025
Q2 		$1.27M Buy
2,262
+492
+28% +$272K 0.26% 68
2025
Q1 		$970K Sell
1,770
-162
-8% -$88.2K 0.3% 58
2024
Q4 		$1.02M Buy
+1,932
New +$1M 0.37% 51
2024
Q3 		– Sell
-1,474
Closed -$650K – 547
2024
Q2 		$650K Buy
1,474
+648
+78% +$295K 0.34% 32
2024
Q1 		$398K Buy
+826
New +$378K 0.31% 32

Other funds holding MA

Mastercard Foundation Asset Management (MFAM)
Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.7B AUM 3.08% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Loring Wolcott & Coolidge Fiduciary Advisors
Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.8B AUM 9.05% 1-Year Est. Return
Rothschild & Co Wealth Management (UK)
Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Triad Wealth Partners's MA Position: Q3 2026 in Review

Triad Wealth Partners held its Mastercard (MA) position steady in Q3 2026 at 3,524 shares worth $1.94M. The position accounts for 0.11% of the portfolio, ranked #127.

Triad Wealth Partners first reported a position in MA in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.01M in Q2 2026. 1,655 funds tracked by Wall St. Rank hold MA as of Q3 2026.

  • Triad Wealth Partners held 3,524 shares of Mastercard worth $1.94M as of Q3 2026.
  • Triad Wealth Partners left its Mastercard share count unchanged in Q3 2026.
  • Mastercard made up 0.11% of Triad Wealth Partners's portfolio in Q3 2026, its #127 holding.
  • Triad Wealth Partners first reported a position in Mastercard in Q1 2024 and has held it in 10 quarters since.
  • Triad Wealth Partners's Mastercard position peaked at $2.01M in Q2 2026.
  • 1,655 funds tracked by Wall St. Rank held Mastercard as of Q3 2026.

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