Position history for AE Wealth Management LLC's holdings in MASTERCARD INCORPORATED
AE Wealth Management LLC holds 200,129 shares of MA (MASTERCARD INCORPORATED), worth $100M as of 2026-Q1. The position was increased (+5.6% shares). MA represents 0.5% of AE Wealth Management LLC's portfolio.
Current Value
$100M
Current Shares
200,129
Total Value Change
+$66.4M
Total Shares Change
+123,903
Other major holders of MA: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Increased |
| 200,129 |
+5.6% |
| $100M |
| 0.5% |
| $524.32 |
45 |
| 2025-Q4 | Increased | 189,552 | +44.2% | $108.2M | 0.6% | $576.55 | 57 |
| 2025-Q3 | Increased | 131,466 | +11.7% | $74.8M | 0.5% | $566.54 | 40 |
| 2025-Q2 | Increased | 117,738 | +19.9% | $66.2M | 0.5% | $548.03 | 42 |
| 2025-Q1 | Increased | 98,219 | +9.5% | $53.8M | 0.5% | $537.51 | 39 |
| 2024-Q4 | Increased | 89,678 | +11.8% | $47.2M | 0.4% | $521.76 | 39 |
| 2024-Q3 | Increased | 80,234 | +5.3% | $39.6M | 0.4% | $489.43 | 37 |
| 2024-Q2 | Increased | 76,226 | +28.3% | $33.6M | 0.3% | $436.75 | 43 |