MA — MASTERCARD INC

Ownership history in Selective Wealth Management, Inc.  ·  14 quarters on record

This page tracks every 13F SEC filing in which Selective Wealth Management, Inc. reported a position in MASTERCARD INC (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
0.13% (2021 Q3)
Avg. % of fund
0.05%
First filed
2019 Q3
Last filed
2025 Q3
Quarters held
14
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 431 +1 +0.2% 0.08% $250K $567.21
2022 Q3 REDUCED 430 -175 -28.9% 0.05% $122K $278.52
2022 Q2 ADDED 605 +137 +29.3% 0.07% $191K $308.55
2022 Q1 REDUCED 468 -252 -35.0% 0.06% $167K $349.04
10 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    MA price (monthly, adj. close)

Other funds also holding MA

As of 2025 Q4 — sorted by position size

RIVULET CAPITAL, LLC 3Y 7Y 50.66% SANTA MONICA PARTNERS LP 3Y 7Y 35.37% FARLEY CAPITAL L.P. 3Y 7Y 25.74% 14B Captial Management LP 19.53% Valley Forge Capital Management, LP 3Y 7Y 19.25% AKRE CAPITAL MANAGEMENT LLC 3Y 7Y 18.81% Settian Capital LP 3Y 15.95% Aquamarine Zurich AG 3Y 15.48% Bluegrass Capital Partners LP 3Y 13.98% HILLMAN CO 3Y 7Y 13.71%
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