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MasterCard Incorporated shares owned by Private Wealth Management Group

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

Historical chart of Private Wealth Management Group investment in MasterCard Incorporated

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in MasterCard Incorporated by Private Wealth Management Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $176k 356 493.80
2024-03-31 $167k 347 481.57
2023-12-31 $140k 327 426.51

More positions owned by Private Wealth Management Group

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust Us Equity Market (DFUS)
Ishares Tr National Mun Etf (MUB)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
Dimensional Etf Trust Intl Small Cap V (DISV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Ishares Tr Shrt Nat Mun Etf (SUB)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)

View all positions for Private Wealth Management Group

Top funds holding MasterCard Incorporated

Vanguard Group
BlackRock
State Street Corporation
Jpmorgan Chase & Co
T. Rowe Price Associates
Geode Capital Management
Morgan Stanley
Bank of New York Mellon
International Assets Investment Management
Nuveen Asset Management
Henderson Group
Franklin Resources
Jennison Associates
Massachusetts Financial Services
Bank of America Corporation

View all funds holding MasterCard Incorporated