MA MASTERCARD INCORPORATED

Ownership history in Summa Corp.  ·  9 quarters on record

This page tracks every 13F SEC filing in which Summa Corp. 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
0.7% (2023 Q4)
Avg. % of fund
0.48%
First filed
2023 Q4
Last filed
2025 Q4
Quarters held
9
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 1,725 -11 -0.6% 0.42% $985K $570.02
2025 Q3 UNCHANGED 1,736 0% 0.43% $987K $567.21
2025 Q2 UNCHANGED 1,736 0% 0.51% $976K $559.60
2025 Q1 UNCHANGED 1,736 0% 0.55% $952K $544.97
5 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    MA price (monthly, adj. close)
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