MasterCard Incorporated shares owned by UMA Financial Services
Quarter-by-quarter ownership of MasterCard Incorporated (MA) shares owned by UMA Financial Services
from 13F filings
Historical chart of UMA Financial Services investment in MasterCard Incorporated
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Quarterly reported holdings in MasterCard Incorporated by UMA Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $824k | 1.4k | 568.62 |
| 2025-06-30 | $763k | 1.4k | 561.82 |
| 2025-03-31 | $818k | 1.5k | 548.09 |
| 2024-12-31 | $817k | 1.6k | 526.61 |
| 2024-09-30 | $834k | 1.6k | 507.34 |
| 2024-06-30 | $796k | 1.8k | 443.65 |
| 2024-03-31 | $848k | 1.8k | 459.72 |
| 2023-12-31 | $813k | 1.8k | 439.69 |
| 2023-09-30 | $737k | 1.9k | 394.72 |
| 2023-06-30 | $751k | 1.9k | 393.97 |
| 2023-03-31 | $702k | 1.9k | 372.83 |
| 2022-12-31 | $716k | 1.9k | 380.06 |
| 2022-09-30 | $695k | 2.3k | 304.42 |
| 2022-06-30 | $800k | 2.3k | 350.42 |
| 2022-03-31 | $732k | 2.0k | 368.39 |
| 2021-12-31 | $738k | 2.0k | 369.55 |
| 2021-09-30 | $713k | 2.0k | 356.14 |
| 2021-06-30 | $765k | 2.0k | 382.12 |
| 2021-03-31 | $773k | 2.1k | 368.10 |
| 2020-12-31 | $703k | 2.1k | 338.31 |
| 2020-09-30 | $584k | 2.0k | 290.26 |
| 2020-06-30 | $760k | 2.4k | 322.85 |
| 2020-03-31 | $620k | 2.4k | 256.94 |
| 2019-12-31 | $654k | 2.1k | 315.33 |
| 2019-09-30 | $606k | 2.1k | 287.61 |