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LeClair Wealth Partners’s Mastercard MA Stock Holding History

LeClair Wealth Partners’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
Q1 		– Sell
-630
Closed -$360K – 153
2025
Q4 		$360K Hold
630
– – 0.21% 68
2025
Q3 		$358K Sell
630
-5
-0.8% -$2.87K 0.22% 60
2025
Q2 		$357K Sell
635
-2
-0.3% -$1.11K 0.24% 65
2025
Q1 		$349K Sell
637
-6
-0.9% -$3.27K 0.25% 69
2024
Q4 		$339K Buy
+643
New +$333K 0.23% 71

Other funds holding MA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Mastercard Foundation Asset Management (MFAM)
Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $33.7B AUM 8.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LeClair Wealth Partners's MA Position: Q1 2026 in Review

LeClair Wealth Partners sold out of Mastercard (MA) in Q1 2026, closing a stake of 630 shares — an estimated $360K sold.

LeClair Wealth Partners first reported a position in MA in Q4 2024 and held it in 5 quarters. The position peaked at $360K in Q4 2025. 3,600 funds tracked by Wall St. Rank hold MA as of Q1 2026.

  • LeClair Wealth Partners reported no remaining Mastercard position as of Q1 2026 after selling out during the quarter.
  • LeClair Wealth Partners sold 630 Mastercard shares in Q1 2026, an estimated $360K.
  • LeClair Wealth Partners first reported a position in Mastercard in Q4 2024 and held it in 5 quarters.
  • LeClair Wealth Partners's Mastercard position peaked at $360K in Q4 2025.
  • 3,600 funds tracked by Wall St. Rank held Mastercard as of Q1 2026.

Based on LeClair Wealth Partners's 13F filing for Q1 2026, filed 5 May 2026.