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Twin Peaks Wealth Advisors’s Mastercard MA Stock Holding History

Twin Peaks Wealth Advisors’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 		$431K Buy
840
+102
+14% +$50.9K 0.1% 129
2026
Q1 		$369K Buy
738
+23
+3% +$12.1K 0.09% 123
2025
Q4 		$383K Buy
715
+31
+5% +$17.3K 0.11% 124
2025
Q3 		$389K Buy
684
+66
+11% +$37.9K 0.13% 113
2025
Q2 		$355K Buy
618
+108
+21% +$59.7K 0.12% 116
2025
Q1 		$264K Buy
510
+41
+9% +$22.3K 0.12% 115
2024
Q4 		$247K Buy
+469
New +$243K 0.1% 123

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

Twin Peaks Wealth Advisors's MA Position: Q2 2026 in Review

Twin Peaks Wealth Advisors increased its Mastercard (MA) stake by 14% in Q2 2026, buying an estimated $50.9K and bringing the position to 840 shares worth $431K. The position accounts for 0.1% of the portfolio, ranked #129.

Twin Peaks Wealth Advisors first reported a position in MA in Q4 2024 and has held it in 7 quarters since. 3,623 funds tracked by Wall St. Rank hold MA as of Q2 2026.

  • Twin Peaks Wealth Advisors held 840 shares of Mastercard worth $431K as of Q2 2026.
  • Twin Peaks Wealth Advisors bought 102 Mastercard shares in Q2 2026, an estimated $50.9K.
  • Mastercard made up 0.1% of Twin Peaks Wealth Advisors's portfolio in Q2 2026, its #129 holding.
  • Twin Peaks Wealth Advisors first reported a position in Mastercard in Q4 2024 and has held it in 7 quarters since.
  • 3,623 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.