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MasterCard Incorporated shares owned by Lutz Financial Services

Quarter-by-quarter ownership of MasterCard Incorporated (MA) shares owned by Lutz Financial Services from 13F filings

Historical chart of Lutz Financial Services investment in MasterCard Incorporated

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All positions including MasterCard Incorporated held by Lutz Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in MasterCard Incorporated by Lutz Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $226k 397 568.81
2025-06-30 $227k 404 561.94
2025-03-31 $218k 397 548.12
2024-12-31 $213k 404 526.57

More positions owned by Lutz Financial Services

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Spdr Series Trust S&p 400 Mdcp Val (MDYV)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Schwab Strategic Tr Us Tips Etf (SCHP)
Ishares Tr Mbs Etf (MBB)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr National Mun Etf (MUB)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Dimensional Etf Trust Intl Core Equity (DFIC)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for Lutz Financial Services

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