Next Level Wealth Planning’s Mastercard MA Stock Holding History

Next Level Wealth Planning’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	$31.4K	Buy	+57	New	+$32K	0.01%	220

Other funds holding MA

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

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

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

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Temasek Holdings Singapore $36.7B AUM 6.83% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Next Level Wealth Planning's MA Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in Mastercard (MA) in Q3 2026: 57 shares worth $31.4K. The stake represents 0.01% of the portfolio and ranks #220 among its holdings.

2,176 funds tracked by Wall St. Rank hold MA as of Q3 2026.

Next Level Wealth Planning held 57 shares of Mastercard worth $31.4K as of Q3 2026.
Mastercard was a new Next Level Wealth Planning position in Q3 2026.
Mastercard made up 0.01% of Next Level Wealth Planning's portfolio in Q3 2026, its #220 holding.
2,176 funds tracked by Wall St. Rank held Mastercard as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.