Jeppson Wealth Management
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Jeppson Wealth Management’s Mastercard MA Stock Holding History

Jeppson Wealth Management’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 		$233K Buy
422
+8
+2% +$4.5K 0.07% 226
2026
Q2 		$213K Buy
+414
New +$206K 0.06% 225
2020
Q4 		– Sell
-75
Closed -$25K – 310
2020
Q3 		$25K Buy
+75
New +$24.4K 0.02% 311

Other funds holding MA

Mastercard Foundation Asset Management (MFAM)
Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.7B AUM 3.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Jeppson Wealth Management's MA Position: Q3 2026 in Review

Jeppson Wealth Management increased its Mastercard (MA) stake by 1.9% in Q3 2026, buying an estimated $4.5K and bringing the position to 422 shares worth $233K. The position accounts for 0.07% of the portfolio, ranked #226.

Jeppson Wealth Management first reported a position in MA in Q3 2020 and has held it in 3 quarters since. 2,176 funds tracked by Wall St. Rank hold MA as of Q3 2026.

  • Jeppson Wealth Management held 422 shares of Mastercard worth $233K as of Q3 2026.
  • Jeppson Wealth Management bought 8 Mastercard shares in Q3 2026, an estimated $4.5K.
  • Mastercard made up 0.07% of Jeppson Wealth Management's portfolio in Q3 2026, its #226 holding.
  • Jeppson Wealth Management first reported a position in Mastercard in Q3 2020 and has held it in 3 quarters since.
  • 2,176 funds tracked by Wall St. Rank held Mastercard as of Q3 2026.

Based on Jeppson Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.