MA β€” MASTERCARD INC

Ownership history in PITTENGER & ANDERSON INC  Β·  51 quarters on record

AI Ownership Summary

PITTENGER & ANDERSON INC reported MASTERCARD INC (MA) in 51 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.1% in 2025 Q4. The latest visible filing shows MA at 1.10% 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 PITTENGER & ANDERSON INC'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 1.10% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.1% in 2025 Q4

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 PITTENGER & ANDERSON INC held MA β€” position size vs. price
% of Fund (quarterly)    MA price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 49,972 +228 +0.5% 1.10% $28.5M 2026-02-14 (Est.) $518.36
2025 Q3 REDUCED 49,744 -8 -0.0% 1.04% $28.3M 2025-11-03 $543.25
2025 Q2 REDUCED 49,752 -3,478 -6.5% 1.02% $28.0M 2025-07-30 $557.54
2025 Q1 REDUCED 53,230 -155 -0.3% 1.07% $29.2M 2025-05-01 $544.35
2024 Q4 REDUCED 53,385 -25 -0.0% 1.02% $28.1M 2025-01-31 $552.24
2024 Q3 REDUCED 53,410 -35 -0.1% 0.99% $26.4M 2024-10-30 $509.99
2024 Q2 ADDED 53,445 +29 +0.1% 0.97% $23.6M 2024-08-09 $452.89
2024 Q1 REDUCED 53,416 -59 -0.1% 1.04% $25.7M 2024-05-02 $436.69
2023 Q4 REDUCED 53,475 -285 -0.5% 1.02% $22.8M 2024-02-02 $455.35
42 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding MA

As of 2026 Q1 β€” sorted by position size

DWR WEALTH MANAGEMENT, LLC 0.27% Hamrick Investment Counsel, llc 0.03%

FAQ About PITTENGER & ANDERSON INC and MA

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

How long has PITTENGER & ANDERSON INC reported owning MA?

PITTENGER & ANDERSON INC reported MA across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported MA position in PITTENGER & ANDERSON INC's portfolio?

The largest reported portfolio weight for MA was 1.10% in 2025 Q4.

What is the latest reported MA position on this page?

The most recent filing on this page is 2025 Q4, when PITTENGER & ANDERSON INC reported 49,972 shares, equal to 1.10% of portfolio, with an estimated market value of $28.5M.

What does the chart on this MA ownership page compare?

The chart compares PITTENGER & ANDERSON INC'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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