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MasterCard Incorporated shares owned by Level Wealth Management

Quarter-by-quarter ownership of MasterCard Incorporated (MA) shares owned by Level Wealth Management from 13F filings

Historical chart of Level Wealth Management investment in MasterCard Incorporated

Tip: Access up to 7 years of quarterly data

All positions including MasterCard Incorporated held by Level Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in MasterCard Incorporated by Level Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $422k 741 568.81
2025-06-30 $416k 741 561.94
2025-03-31 $417k 760 548.12
2024-12-31 $474k 900 526.57

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Vanguard Index Fds Total Stk Mkt (VTI)
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Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
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Vanguard Bd Index Fds Short Trm Bond (BSV)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
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View all positions for Level Wealth Management

Top funds holding MasterCard Incorporated

Vanguard Group
Mastercard Foundation Asset Management Corp
BlackRock
State Street Corporation
Jpmorgan Chase & Co
FMR
Geode Capital Management
Capital Research and Management Company - Division 3
Morgan Stanley
Wellington Management Company
Capital Research Global Investors
Northern Trust
Bank of New York Mellon
Nuveen
Franklin Resources

View all funds holding MasterCard Incorporated