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MasterCard Incorporated shares owned by Sax Wealth Advisors

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

Historical chart of Sax Wealth Advisors investment in MasterCard Incorporated

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in MasterCard Incorporated by Sax Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.7M 4.8k 568.83
2025-06-30 $2.5M 4.5k 561.98
2024-12-31 $982k 1.9k 526.67
2024-09-30 $532k 1.1k 493.67
2024-06-30 $458k 1.0k 441.16

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View all positions for Sax Wealth Advisors

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