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Legacy Edge Advisors’s Mastercard MA Stock Holding History

Legacy Edge 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
Q2 		$1.39M Sell
2,705
-118
-4% -$58.8K 0.13% 86
2026
Q1 		$1.41M Sell
2,823
-52
-2% -$27.4K 0.15% 79
2025
Q4 		$1.64M Sell
2,875
-2
-0.1% -$1.12K 0.18% 69
2025
Q3 		$1.64M Sell
2,877
-13
-0.4% -$7.47K 0.19% 62
2025
Q2 		$1.62M Buy
2,890
+11
+0.4% +$6.08K 0.22% 59
2025
Q1 		$1.58M Buy
2,879
+1,432
+99% +$780K 0.25% 51
2024
Q4 		$760K Buy
1,447
+10
+0.7% +$5.18K 0.12% 86
2024
Q3 		$710K Hold
1,437
– – 0.11% 91
2024
Q2 		$634K Buy
1,437
+107
+8% +$48.7K 0.12% 92
2024
Q1 		$640K Buy
1,330
+60
+5% +$27.4K 0.13% 82
2023
Q4 		$542K Buy
+1,270
New +$510K 0.12% 91

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 $3.38T AUM 44.17% 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

Legacy Edge Advisors's MA Position: Q2 2026 in Review

Legacy Edge Advisors reduced its Mastercard (MA) stake by 4.2% in Q2 2026, selling an estimated $58.8K and leaving 2,705 shares worth $1.39M. The position accounts for 0.13% of the portfolio, ranked #86.

Legacy Edge Advisors first reported a position in MA in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.64M in Q4 2025. 3,630 funds tracked by Wall St. Rank hold MA as of Q2 2026.

  • Legacy Edge Advisors held 2,705 shares of Mastercard worth $1.39M as of Q2 2026.
  • Legacy Edge Advisors sold 118 Mastercard shares in Q2 2026, an estimated $58.8K.
  • Mastercard made up 0.13% of Legacy Edge Advisors's portfolio in Q2 2026, its #86 holding.
  • Legacy Edge Advisors first reported a position in Mastercard in Q4 2023 and has held it in 11 quarters since.
  • Legacy Edge Advisors's Mastercard position peaked at $1.64M in Q4 2025.
  • 3,630 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on Legacy Edge Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.