TritonPoint Wealth’s Mastercard MA Stock Holding History

TritonPoint Wealth’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	$14M	Sell	25,424 -215	-0.8%	-$121K	1.39%	15
2026 Q2	$13.2M	Sell	25,639 -521	-2%	-$260K	1.29%	16
2026 Q1	$13.1M	Sell	26,160 -159	-0.6%	-$83.7K	1.4%	17
2025 Q4	$15M	Sell	26,319 -2,595	-9%	-$1.45M	1.52%	12
2025 Q3	$16.4M	Sell	28,914 -648	-2%	-$372K	1.41%	12
2025 Q2	$16.6M	Buy	29,562 +84	+0.3%	+$46.5K	1.54%	11
2025 Q1	$16.2M	Sell	29,478 -38	-0.1%	-$20.7K	1.54%	11
2024 Q4	$15.5M	Sell	29,516 -687	-2%	-$356K	1.41%	15
2024 Q3	$14.9M	Sell	30,203 -81	-0.3%	-$37.7K	1.36%	15
2024 Q2	$13.4M	Sell	30,284 -1,052	-3%	-$479K	1.29%	15
2024 Q1	$13.5M	Sell	31,336 -1,774	-5%	-$811K	1.41%	14
2023 Q4	$14.1M	Buy	+33,110	New	+$13.3M	1.38%	14

Other funds holding MA

Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.7B AUM 3.08% 1-Year Est. Return

Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

TritonPoint Wealth's MA Position: Q3 2026 in Review

TritonPoint Wealth reduced its Mastercard (MA) stake by 0.84% in Q3 2026, selling an estimated $121K and leaving 25,424 shares worth $14M. The position accounts for 1.39% of the portfolio, ranked #15.

TritonPoint Wealth first reported a position in MA in Q4 2023 and has held it in 12 quarters since. The position peaked at $16.6M in Q2 2025. 1,829 funds tracked by Wall St. Rank hold MA as of Q3 2026.

TritonPoint Wealth held 25,424 shares of Mastercard worth $14M as of Q3 2026.
TritonPoint Wealth sold 215 Mastercard shares in Q3 2026, an estimated $121K.
Mastercard made up 1.39% of TritonPoint Wealth's portfolio in Q3 2026, its #15 holding.
TritonPoint Wealth first reported a position in Mastercard in Q4 2023 and has held it in 12 quarters since.
TritonPoint Wealth's Mastercard position peaked at $16.6M in Q2 2025.
1,829 funds tracked by Wall St. Rank held Mastercard as of Q3 2026.

Based on TritonPoint Wealth's 13F filing for Q3 2026, filed 19 Oct 2026.