Holistic Planning »

MasterCard Incorporated shares owned by Holistic Planning

Quarter-by-quarter ownership of MasterCard Incorporated (MA) shares owned by Holistic Planning from 13F filings

Historical chart of Holistic Planning investment in MasterCard Incorporated

Tip: Access up to 7 years of quarterly data

All positions including MasterCard Incorporated held by Holistic Planning consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in MasterCard Incorporated by Holistic Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $216k 378 571.33
2025-09-30 $208k 365 569.03
2025-06-30 $202k 359 561.94

More positions owned by Holistic Planning

Wisdomtree Tr Floatng Rat Trea (USFR)
First Tr Exchange-traded First Tr Enh New (FTSM)
Ea Series Trust Strive 1000 Valu (STXV)
Ea Series Trust Strive 500 Etf (STRV)
Ea Series Trust Strive Enhanced (BUXX)
Ea Series Trust Strive 1000 Grwt (STXG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Government Money (SGVT)
Vanguard Index Fds Growth Etf (VUG)
Spdr Series Trust State Street Spd (SPYM)
Microsoft Corporation (MSFT)
Vanguard Index Fds Mid Cap Etf (VO)
Apple (AAPL)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Holistic Planning

Top funds holding MasterCard Incorporated

Vanguard Group
J. Stern & Co
BlackRock
Mastercard Foundation Asset Management Corp
State Street Corporation
Jpmorgan Chase & Co
FMR
Geode Capital Management
Capital Research and Management Company - Division 3
Wellington Management Company
Norges Bank Investment Management
Capital Research Global Investors
Northern Trust
Bank of New York Mellon
Nuveen

View all funds holding MasterCard Incorporated