Triangle Securities Wealth Management
MA icon

Triangle Securities Wealth Management’s Mastercard MA Stock Holding History

Triangle Securities Wealth Management’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 		$686K Sell
1,244
-20
-2% -$11.2K 0.13% 137
2026
Q2 		$649K Buy
1,264
+7
+0.6% +$3.49K 0.13% 148
2026
Q1 		$628K Sell
1,257
-4
-0.3% -$2.11K 0.14% 138
2025
Q4 		$720K Sell
1,261
-90
-7% -$50.3K 0.15% 133
2025
Q3 		$768K Buy
1,351
+8
+0.6% +$4.59K 0.17% 125
2025
Q2 		$755K Sell
1,343
-15
-1% -$8.3K 0.19% 121
2025
Q1 		$744K Sell
1,358
-35
-3% -$19.1K 0.19% 123
2024
Q4 		$734K Sell
1,393
-48
-3% -$24.8K 0.19% 127
2024
Q3 		$712K Sell
1,441
-54
-4% -$25.1K 0.18% 131
2024
Q2 		$660K Sell
1,495
-52
-3% -$23.7K 0.19% 130
2024
Q1 		$745K Buy
1,547
+222
+17% +$101K 0.21% 123
2023
Q4 		$565K Hold
1,325
– – 0.18% 134
2023
Q3 		$525K Sell
1,325
-35
-3% -$14K 0.19% 128
2023
Q2 		$535K Sell
1,360
-30
-2% -$11.3K 0.18% 128
2023
Q1 		$505K Sell
1,390
-20
-1% -$7.26K 0.18% 136
2022
Q4 		$490K Buy
1,410
+37
+3% +$12.2K 0.18% 134
2022
Q3 		$390K Buy
1,373
+38
+3% +$12.6K 0.16% 143
2022
Q2 		$421K Buy
1,335
+60
+5% +$20.7K 0.16% 137
2022
Q1 		$456K Sell
1,275
-85
-6% -$30.6K 0.15% 139
2021
Q4 		$489K Sell
1,360
-21
-2% -$7.26K 0.15% 135
2021
Q3 		$480K Sell
1,381
-139
-9% -$50.5K 0.16% 134
2021
Q2 		$555K Hold
1,520
– – 0.19% 125
2021
Q1 		$541K Hold
1,520
– – 0.2% 123
2020
Q4 		$543K Buy
1,520
+37
+2% +$12.3K 0.22% 121
2020
Q3 		$502K Hold
1,483
– – 0.23% 114
2020
Q2 		$439K Buy
1,483
+232
+19% +$65.4K 0.21% 116
2020
Q1 		$302K Buy
1,251
+175
+16% +$52K 0.17% 123
2019
Q4 		$321K Sell
1,076
-65
-6% -$18.3K 0.14% 129
2019
Q3 		$310K Sell
1,141
-10
-0.9% -$2.76K 0.15% 131
2019
Q2 		$312K Buy
1,151
+176
+18% +$44K 0.16% 123
2019
Q1 		$230K Buy
+975
New +$210K 0.12% 140
2016
Q1 		– Sell
-2,265
Closed -$221K – 143
2015
Q4 		$221K Buy
+2,265
New +$222K 0.15% 114

Other funds holding MA

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
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
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
Metropolis Capital
Metropolis Capital Amersham, United Kingdom $3.63B AUM 2.9% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Triangle Securities Wealth Management's MA Position: Q3 2026 in Review

Triangle Securities Wealth Management reduced its Mastercard (MA) stake by 1.6% in Q3 2026, selling an estimated $11.2K and leaving 1,244 shares worth $686K. The position accounts for 0.13% of the portfolio, ranked #137.

Triangle Securities Wealth Management first reported a position in MA in Q4 2015 and has held it in 32 quarters since. The position peaked at $768K in Q3 2025. 1,026 funds tracked by Wall St. Rank hold MA as of Q3 2026.

  • Triangle Securities Wealth Management held 1,244 shares of Mastercard worth $686K as of Q3 2026.
  • Triangle Securities Wealth Management sold 20 Mastercard shares in Q3 2026, an estimated $11.2K.
  • Mastercard made up 0.13% of Triangle Securities Wealth Management's portfolio in Q3 2026, its #137 holding.
  • Triangle Securities Wealth Management first reported a position in Mastercard in Q4 2015 and has held it in 32 quarters since.
  • Triangle Securities Wealth Management's Mastercard position peaked at $768K in Q3 2025.
  • 1,026 funds tracked by Wall St. Rank held Mastercard as of Q3 2026.

Based on Triangle Securities Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.