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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
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% -$8.29K 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

PAM
PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Triangle Securities Wealth Management's MA Position: Q2 2026 in Review

Triangle Securities Wealth Management increased its Mastercard (MA) stake by 0.56% in Q2 2026, buying an estimated $3.49K and bringing the position to 1,264 shares worth $649K. The position accounts for 0.13% of the portfolio, ranked #148.

Triangle Securities Wealth Management first reported a position in MA in Q4 2015 and has held it in 31 quarters since. The position peaked at $768K in Q3 2025. 757 funds tracked by Wall St. Rank hold MA as of Q2 2026.

  • Triangle Securities Wealth Management held 1,264 shares of Mastercard worth $649K as of Q2 2026.
  • Triangle Securities Wealth Management bought 7 Mastercard shares in Q2 2026, an estimated $3.49K.
  • Mastercard made up 0.13% of Triangle Securities Wealth Management's portfolio in Q2 2026, its #148 holding.
  • Triangle Securities Wealth Management first reported a position in Mastercard in Q4 2015 and has held it in 31 quarters since.
  • Triangle Securities Wealth Management's Mastercard position peaked at $768K in Q3 2025.
  • 757 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on Triangle Securities Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.