Superior Planning, LLC’s Mastercard MA Stock Holding History

Superior Planning, LLC’s Portfolio MA Stock Details MA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$327K	Buy	+593	New	+$333K	0.14%	119

Other funds holding MA

Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.7B AUM 3.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Superior Planning, LLC's MA Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Mastercard (MA) in Q3 2026: 593 shares worth $327K. The stake represents 0.14% of the portfolio and ranks #119 among its holdings.

2,770 funds tracked by Wall St. Rank hold MA as of Q3 2026.

Superior Planning, LLC held 593 shares of Mastercard worth $327K as of Q3 2026.
Mastercard was a new Superior Planning, LLC position in Q3 2026.
Mastercard made up 0.14% of Superior Planning, LLC's portfolio in Q3 2026, its #119 holding.
2,770 funds tracked by Wall St. Rank held Mastercard as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.