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MasterCard Incorporated shares owned by Summit Wealth Group Llc / Co

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

Historical chart of Summit Wealth Group Llc / Co investment in MasterCard Incorporated

Tip: Access up to 7 years of quarterly data

All positions including MasterCard Incorporated held by Summit Wealth Group Llc / Co 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 Llc / Co

Quarter filed Position value Share count Share price at filing
2025-12-31 $246k 430 570.96
2025-09-30 $3.1M 8.0k 395.87

More positions owned by Summit Wealth Group Llc / Co

Sei Exchange Traded Funds Enhanced Us Lrg (SEIV)
Sei Exchange Traded Funds Enhanced Us Lrg (SEIM)
Sei Exchange Traded Funds Select Intl Equi (SEIE)
Sei Exchange Traded Funds Enhanced Us Lrg (SEIQ)
Sei Exchange Traded Funds Select Small Cap (SEIS)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Sei Exchange Traded Funds Select Emerging (SEEM)
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Dimensional Etf Trust Us High Profitab (DUHP)
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First Tr Exchange Traded Risng Divd Achiv (RDVY)
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Dimensional Etf Trust Us Core Eqt Mkt (DFAU)

View all positions for Summit Wealth Group Llc / Co

Top funds holding MasterCard Incorporated

Vanguard Group
J. Stern & Co
Mastercard Foundation Asset Management Corp
BlackRock
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