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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
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 $5.72T AUM 30.48% 1-Year Est. Return
Mastercard Foundation Asset Management (MFAM)
Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $33.7B AUM 8.48% 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

Twin Peaks Wealth Advisors's MA Position: Q1 2026 in Review

Twin Peaks Wealth Advisors increased its Mastercard (MA) stake by 3.2% in Q1 2026, buying an estimated $12.1K and bringing the position to 738 shares worth $369K. The position accounts for 0.09% of the portfolio, ranked #123.

Twin Peaks Wealth Advisors first reported a position in MA in Q4 2024 and has held it in 6 quarters since. The position peaked at $389K in Q3 2025. 3,601 funds tracked by Wall St. Rank hold MA as of Q1 2026.

  • Twin Peaks Wealth Advisors held 738 shares of Mastercard worth $369K as of Q1 2026.
  • Twin Peaks Wealth Advisors bought 23 Mastercard shares in Q1 2026, an estimated $12.1K.
  • Mastercard made up 0.09% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #123 holding.
  • Twin Peaks Wealth Advisors first reported a position in Mastercard in Q4 2024 and has held it in 6 quarters since.
  • Twin Peaks Wealth Advisors's Mastercard position peaked at $389K in Q3 2025.
  • 3,601 funds tracked by Wall St. Rank held Mastercard as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.