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MasterCard Incorporated shares owned by SIMA Wealth Partners

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

Historical chart of SIMA Wealth Partners investment in MasterCard Incorporated

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in MasterCard Incorporated by SIMA Wealth Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $38k 75 499.67
2025-12-31 $43k 75 570.88
2025-09-30 $43k 75 568.81

More positions owned by SIMA Wealth Partners

Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Tr Usd Inv Grde Etf (USIG)
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)
Spdr Series Trust State Street Spd (SPYG)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ishares Tr Mbs Etf (MBB)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
J P Morgan Exchange Traded F Active Value Etf (JAVA)
Spdr Series Trust State Street Spd (SPYV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Spdr Series Trust State Street Spd (SPMD)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)

View all positions for SIMA Wealth Partners

Top funds holding MasterCard Incorporated

Vanguard Group
BlackRock
Mastercard Foundation Asset Management Corp
Vanguard Capital Management
State Street Corporation
FMR
Geode Capital Management
Vanguard Portfolio Management
Morgan Stanley
Capital Research Global Investors
Wellington Management Company
Capital Research and Management Company - Division 3
Northern Trust
Goldman Sachs Group
Nuveen

View all funds holding MasterCard Incorporated