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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
Q2 		$329K Buy
+641
New +$320K 0.17% 92
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 $6.73T AUM 46.02% 1-Year Est. Return
Mastercard Foundation Asset Management (MFAM)
Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.1B AUM 8.22% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LeClair Wealth Partners's MA Position: Q2 2026 in Review

LeClair Wealth Partners opened a new position in Mastercard (MA) in Q2 2026: 641 shares worth $329K. The stake represents 0.17% of the portfolio and ranks #92 among its holdings. This is a return to the name: LeClair Wealth Partners previously reported a position in MA as recently as Q4 2025.

LeClair Wealth Partners first reported a position in MA in Q4 2024 and has held it in 6 quarters since. The position peaked at $360K in Q4 2025. 3,613 funds tracked by Wall St. Rank hold MA as of Q2 2026.

  • LeClair Wealth Partners held 641 shares of Mastercard worth $329K as of Q2 2026.
  • Mastercard was a new LeClair Wealth Partners position in Q2 2026.
  • Mastercard made up 0.17% of LeClair Wealth Partners's portfolio in Q2 2026, its #92 holding.
  • LeClair Wealth Partners first reported a position in Mastercard in Q4 2024 and has held it in 6 quarters since.
  • LeClair Wealth Partners's Mastercard position peaked at $360K in Q4 2025.
  • 3,613 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on LeClair Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.