MA MasterCard Inc

Ownership history in FORSTA AP-FONDEN  ·  38 quarters on record

AI Ownership Summary

FORSTA AP-FONDEN reported MasterCard Inc (MA) in 38 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.95% in 2024 Q1. The latest visible filing shows MA at 0.86% 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 FORSTA AP-FONDEN's position in MasterCard Inc, 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 0.86% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.95% in 2024 Q1

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

Time in book
Holding Window
2023 Q4 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 FORSTA AP-FONDEN held MA — position size vs. price
% of Fund (quarterly)    MA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 252,923 -3,420 -1.3% 0.86% $144.4M 2026-02-14 (Est.) $517.47
2025 Q3 ADDED 256,343 +20,900 +8.9% 0.86% $145.8M 2025-11-10 $551.18
2025 Q2 ADDED 235,443 +12,200 +5.5% 0.87% $132.3M 2025-08-08 $571.72
2025 Q1 REDUCED 223,243 -7,500 -3.3% 0.93% $122.4M 2025-05-12 $574.87
2024 Q4 REDUCED 230,743 -900 -0.4% 0.86% $121.5M 2025-01-23 $530.24
2024 Q3 ADDED 231,643 +17,900 +8.4% 0.88% $114.4M 2024-10-24 $506.07
2024 Q2 REDUCED 213,743 -19,900 -8.5% 0.84% $94.3M 2024-08-08 $450.92
2024 Q1 ADDED 233,643 +17,700 +8.2% 0.95% $112.5M 2024-05-07 $447.77
2023 Q4 REDUCED 215,943 -7,800 -3.5% 0.93% $92.1M 2024-02-06 $454.49
29 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About FORSTA AP-FONDEN and MA

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

How long has FORSTA AP-FONDEN reported owning MA?

FORSTA AP-FONDEN reported MA across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported MA position in FORSTA AP-FONDEN's portfolio?

The largest reported portfolio weight for MA was 0.95% in 2024 Q1.

What is the latest reported MA position on this page?

The most recent filing on this page is 2025 Q4, when FORSTA AP-FONDEN reported 252,923 shares, equal to 0.86% of portfolio, with an estimated market value of $144.4M.

What does the chart on this MA ownership page compare?

The chart compares FORSTA AP-FONDEN'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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