MA MASTERCARD INCORPORATED

Ownership history in Challenger Wealth Management  ·  5 quarters on record

This page tracks every 13F SEC filing in which Challenger Wealth Management reported a position in MASTERCARD INCORPORATED (MA). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.24% (2024 Q4)
Avg. % of fund
1.09%
First filed
2024 Q4
Last filed
2025 Q4
Quarters held
5
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 2,249 -3 -0.1% 0.98% $1.3M $570.02
2025 Q3 REDUCED 2,252 -471 -17.3% 1.00% $1.3M $567.21
2025 Q2 REDUCED 2,723 -9 -0.3% 1.06% $1.5M $559.60
2025 Q1 REDUCED 2,732 -2 -0.1% 1.19% $1.5M $544.97
2024 Q4 INITIATED 2,734 1.24% $1.4M $522.78
% of Fund (quarterly)    MA price (monthly, adj. close)
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