Legacy Capital Wealth Partners’s Mastercard MA Stock Holding History

Legacy Capital 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	$1.28M	Buy	2,485 +45	+2%	+$22.4K	0.24%	89
2026 Q1	$1.22M	Buy	2,440 +102	+4%	+$53.7K	0.25%	87
2025 Q4	$1.33M	Buy	2,338 +137	+6%	+$76.6K	0.29%	69
2025 Q3	$1.25M	Buy	2,201 +45	+2%	+$25.8K	0.27%	73
2025 Q2	$1.21M	Sell	2,156 -41	-2%	-$22.7K	0.28%	76
2025 Q1	$1.2M	Sell	2,197 -14	-0.6%	-$7.62K	0.3%	69
2024 Q4	$1.16M	Sell	2,211 -2,228	-50%	-$1.15M	0.29%	72
2024 Q3	$2.19M	Buy	4,439 +1,990	+81%	+$925K	0.44%	41
2024 Q2	$1.08M	Buy	+2,449	New	+$1.12M	0.28%	71
2024 Q1	–	Sell	-2,767	Closed	-$1.18M	–	245
2023 Q4	$1.18M	Sell	2,767 -273	-9%	-$110K	0.33%	65
2023 Q3	$1.2M	Buy	+3,040	New	+$1.22M	0.33%	64
2023 Q2	–	Sell	-2,967	Closed	-$1.08M	–	150
2023 Q1	$1.08M	Buy	+2,967	New	+$1.08M	0.29%	72

Other funds holding MA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.1B AUM 8.22% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Legacy Capital Wealth Partners's MA Position: Q2 2026 in Review

Legacy Capital Wealth Partners increased its Mastercard (MA) stake by 1.8% in Q2 2026, buying an estimated $22.4K and bringing the position to 2,485 shares worth $1.28M. The position accounts for 0.24% of the portfolio, ranked #89.

Legacy Capital Wealth Partners first reported a position in MA in Q1 2023 and has held it in 12 quarters since. The position peaked at $2.19M in Q3 2024. 3,599 funds tracked by Wall St. Rank hold MA as of Q2 2026.

Legacy Capital Wealth Partners held 2,485 shares of Mastercard worth $1.28M as of Q2 2026.
Legacy Capital Wealth Partners bought 45 Mastercard shares in Q2 2026, an estimated $22.4K.
Mastercard made up 0.24% of Legacy Capital Wealth Partners's portfolio in Q2 2026, its #89 holding.
Legacy Capital Wealth Partners first reported a position in Mastercard in Q1 2023 and has held it in 12 quarters since.
Legacy Capital Wealth Partners's Mastercard position peaked at $2.19M in Q3 2024.
3,599 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.