MA MASTERCARD INC Common

Ownership history in Destination Wealth Management  ·  85 quarters on record

AI Ownership Summary

Destination Wealth Management reported MASTERCARD INC Common (MA) in 85 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 1.78% in 2025 Q1. The latest visible filing shows MA at 1.54% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this MA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Destination Wealth Management's position in MASTERCARD INC Common, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

MA was reported at 1.54% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.78% in 2025 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q3 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Destination Wealth Management held MA — position size vs. price
% of Fund (quarterly)    MA price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 16 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 103,362 +103,062 +34354.0% 1.54% $59.0M 2026-02-14 (Est.) $518.36
2025 Q4 REDUCED 300 -101,767 -99.7% 0.00% $19K 2026-02-14 (Est.) $518.36
2025 Q3 ADDED 102,067 +101,767 +33922.3% 1.60% $58.1M 2025-11-14 $544.91
2025 Q3 REDUCED 300 -101,366 -99.7% 0.00% $21K 2025-11-14 $544.91
2025 Q2 REDUCED 101,666 -1,590 -1.5% 1.68% $57.1M 2025-08-14 $582.12
2025 Q1 REDUCED 103,256 -2,424 -2.3% 1.78% $56.6M 2025-05-15 $579.78
2024 Q4 REDUCED 105,680 -2,155 -2.0% 1.74% $55.6M 2025-02-07 $559.52
2024 Q3 REDUCED 107,835 -100 -0.1% 1.65% $53.2M 2024-11-25 $522.81
2024 Q2 ADDED 107,935 +107,835 +107835.0% 1.57% $47.6M 2024-07-25 $425.94
2024 Q2 REDUCED 100 -109,927 -99.9% 0.00% $6K 2024-07-25 $425.94
2024 Q1 ADDED 110,027 +109,927 +109927.0% 1.76% $53.0M 2024-05-14 $449.66
2024 Q1 REDUCED 100 -111,616 -99.9% 0.00% $11K 2024-05-14 $449.66
2023 Q4 ADDED 111,716 +111,616 +111616.0% 1.65% $47.6M 2024-02-14 $459.91
2023 Q4 REDUCED 100 -113,149 -99.9% 0.00% $6K 2024-02-14 $459.91
2023 Q3 ADDED 113,249 +113,149 +113149.0% 1.74% $44.8M 2023-11-14 $392.51
2023 Q3 REDUCED 100 -116,323 -99.9% 0.00% $5K 2023-11-14 $392.51
69 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Destination Wealth Management and MA

These are the practical questions this page is built to answer before you even open the full history table.

How long has Destination Wealth Management reported owning MA?

Destination Wealth Management reported MA across 16 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported MA position in Destination Wealth Management's portfolio?

The largest reported portfolio weight for MA was 1.78% in 2025 Q1.

What is the latest reported MA position on this page?

The most recent filing on this page is 2025 Q4, when Destination Wealth Management reported 103,362 shares, equal to 1.54% of portfolio, with an estimated market value of $59.0M.

What does the chart on this MA ownership page compare?

The chart compares Destination Wealth Management's quarterly MA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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