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MA
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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

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
200,129
+5.6%
$100M0.5%$524.32
45
2025-Q4
Increased
189,552
+44.2%
$108.2M0.6%$576.55
57
2025-Q3
Increased
131,466
+11.7%
$74.8M0.5%$566.54
40
2025-Q2
Increased
117,738
+19.9%
$66.2M0.5%$548.03
42
2025-Q1
Increased
98,219
+9.5%
$53.8M0.5%$537.51
39
2024-Q4
Increased
89,678
+11.8%
$47.2M0.4%$521.76
39
2024-Q3
Increased
80,234
+5.3%
$39.6M0.4%$489.43
37
2024-Q2
Increased
76,226
+28.3%
$33.6M0.3%$436.75
43

Other major holders of MA: VANGUARD GROUP INC, Mastercard Foundation Asset Management Corp

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