Legacy Advisors
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Legacy Advisors’s Mastercard MA Stock Holding History

Legacy Advisors’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 		$1.43M Sell
2,588
-66
-2% -$37.1K 0.14% 81
2026
Q2 		$1.36M Sell
2,654
-44
-2% -$21.9K 0.13% 93
2026
Q1 		$1.35M Sell
2,698
-256
-9% -$135K 0.16% 82
2025
Q4 		$1.69M Buy
2,954
+443
+18% +$248K 0.18% 68
2025
Q3 		$1.43M Buy
+2,511
New +$1.44M 0.18% 76
2025
Q1 		$5.75M Sell
10,494
-298
-3% -$162K 0.59% 29
2024
Q4 		$5.68M Buy
10,792
+544
+5% +$282K 0.55% 31
2024
Q3 		$5.06M Buy
10,248
+1,214
+13% +$565K 0.55% 34
2024
Q2 		$3.99M Buy
9,034
+316
+4% +$144K 0.48% 34
2024
Q1 		$4.2M Buy
8,718
+462
+6% +$211K 0.53% 32
2023
Q4 		$3.52M Buy
8,256
+57
+0.7% +$22.9K 0.45% 38
2023
Q3 		$3.25M Buy
8,199
+818
+11% +$328K 0.52% 45
2023
Q2 		$2.9M Buy
7,381
+1,710
+30% +$642K 0.43% 52
2023
Q1 		$2.06M Buy
5,671
+494
+10% +$179K 0.38% 66
2022
Q4 		$1.8M Buy
5,177
+1,316
+34% +$433K 0.33% 63
2022
Q3 		$1.1M Buy
3,861
+704
+22% +$233K 0.24% 69
2022
Q2 		$996K Buy
3,157
+532
+20% +$183K 0.21% 74
2022
Q1 		$938K Buy
+2,625
New +$944K 0.18% 83
2019
Q3 		– Sell
-350
Closed -$93K – 234
2019
Q2 		$93K Buy
350
+139
+66% +$34.8K 0.06% 166
2019
Q1 		$50K Buy
+211
New +$45.4K 0.02% 214
2018
Q4 		– Sell
-243
Closed -$54K – 272
2018
Q3 		$54K Sell
243
-94
-28% -$19.6K 0.03% 223
2018
Q2 		$66K Buy
337
+126
+60% +$23.7K 0.05% 166
2018
Q1 		$37K Hold
211
– – 0.03% 179
2017
Q4 		$31K Hold
211
– – 0.03% 155
2017
Q3 		$29K Buy
+211
New +$27.9K 0.03% 139

Other funds holding MA

PineStone Asset Management
PineStone Asset Management Montreal, Quebec, Canada $15.4B AUM 14.92% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Rothschild & Co Wealth Management (UK)
Rothschild & Co Wealth Management (UK) London, United Kingdom $7.17B AUM 0.66% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Banque Pictet & Cie
Banque Pictet & Cie Geneva 73, Switzerland $14.5B AUM 33.71% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Sarasin & Partners
Sarasin & Partners London, United Kingdom $8.93B AUM 11.81% 1-Year Est. Return
Metropolis Capital
Metropolis Capital Amersham, United Kingdom $3.63B AUM 2.9% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Legacy Advisors's MA Position: Q3 2026 in Review

Legacy Advisors reduced its Mastercard (MA) stake by 2.5% in Q3 2026, selling an estimated $37.1K and leaving 2,588 shares worth $1.43M. The position accounts for 0.14% of the portfolio, ranked #81.

Legacy Advisors first reported a position in MA in Q3 2017 and has held it in 25 quarters since. The position peaked at $5.75M in Q1 2025. 1,034 funds tracked by Wall St. Rank hold MA as of Q3 2026.

  • Legacy Advisors held 2,588 shares of Mastercard worth $1.43M as of Q3 2026.
  • Legacy Advisors sold 66 Mastercard shares in Q3 2026, an estimated $37.1K.
  • Mastercard made up 0.14% of Legacy Advisors's portfolio in Q3 2026, its #81 holding.
  • Legacy Advisors first reported a position in Mastercard in Q3 2017 and has held it in 25 quarters since.
  • Legacy Advisors's Mastercard position peaked at $5.75M in Q1 2025.
  • 1,034 funds tracked by Wall St. Rank held Mastercard as of Q3 2026.

Based on Legacy Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.