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MasterCard Incorporated shares owned by Summit Wealth Group

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

Historical chart of Summit Wealth Group investment in MasterCard Incorporated

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in MasterCard Incorporated by Summit Wealth Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $222k 389 570.88
2023-03-31 $0 81k 0.00
2021-06-30 $162k 443 365.69
2021-03-31 $169k 474 356.54

More positions owned by Summit Wealth Group

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Ishares Tr Broad Usd High (USHY)
Ishares Tr Msci Usa Mmentm (MTUM)
2023 Etf Series Trust Eagle Capital Se (EAGL)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Ishares Tr Global Tech Etf (IXN)
Ishares Tr Ultra Short Dur (ICSH)
Vanguard Bd Index Fds Long Term Bond (BLV)

View all positions for Summit Wealth Group

Top funds holding MasterCard Incorporated

Vanguard Group
J. Stern & Co
BlackRock
Mastercard Foundation Asset Management Corp
State Street Corporation
Jpmorgan Chase & Co
FMR
Geode Capital Management
Capital Research and Management Company - Division 3
Wellington Management Company
Norges Bank Investment Management
Capital Research Global Investors
Northern Trust
Bank of New York Mellon
Nuveen

View all funds holding MasterCard Incorporated