TWP
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
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

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

Triad Wealth Partners's MA Position: Q2 2026 in Review

Triad Wealth Partners increased its Mastercard (MA) stake by 22% in Q2 2026, buying an estimated $319K and bringing the position to 3,524 shares worth $2.01M. The position accounts for 0.12% of the portfolio, ranked #119.

Triad Wealth Partners first reported a position in MA in Q1 2024 and has held it in 9 quarters since. 3,622 funds tracked by Wall St. Rank hold MA as of Q2 2026.

  • Triad Wealth Partners held 3,524 shares of Mastercard worth $2.01M as of Q2 2026.
  • Triad Wealth Partners bought 639 Mastercard shares in Q2 2026, an estimated $319K.
  • Mastercard made up 0.12% of Triad Wealth Partners's portfolio in Q2 2026, its #119 holding.
  • Triad Wealth Partners first reported a position in Mastercard in Q1 2024 and has held it in 9 quarters since.
  • 3,622 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.