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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
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 $5.72T AUM 30.48% 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
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Triad Wealth Partners's MA Position: Q1 2026 in Review

Triad Wealth Partners increased its Mastercard (MA) stake by 7.6% in Q1 2026, buying an estimated $107K and bringing the position to 2,885 shares worth $1.44M. The position accounts for 0.11% of the portfolio, ranked #129.

Triad Wealth Partners first reported a position in MA in Q1 2024 and has held it in 8 quarters since. The position peaked at $1.65M in Q3 2025. 3,603 funds tracked by Wall St. Rank hold MA as of Q1 2026.

  • Triad Wealth Partners held 2,885 shares of Mastercard worth $1.44M as of Q1 2026.
  • Triad Wealth Partners bought 204 Mastercard shares in Q1 2026, an estimated $107K.
  • Mastercard made up 0.11% of Triad Wealth Partners's portfolio in Q1 2026, its #129 holding.
  • Triad Wealth Partners first reported a position in Mastercard in Q1 2024 and has held it in 8 quarters since.
  • Triad Wealth Partners's Mastercard position peaked at $1.65M in Q3 2025.
  • 3,603 funds tracked by Wall St. Rank held Mastercard as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.