Legacy Edge Advisors
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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
Q3 		$1.48M Sell
2,689
-16
-0.6% -$9K 0.13% 88
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

Mastercard Foundation Asset Management (MFAM)
Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.7B AUM 3.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Legacy Edge Advisors's MA Position: Q3 2026 in Review

Legacy Edge Advisors reduced its Mastercard (MA) stake by 0.59% in Q3 2026, selling an estimated $9K and leaving 2,689 shares worth $1.48M. The position accounts for 0.13% of the portfolio, ranked #88.

Legacy Edge Advisors first reported a position in MA in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.64M in Q4 2025. 2,497 funds tracked by Wall St. Rank hold MA as of Q3 2026.

  • Legacy Edge Advisors held 2,689 shares of Mastercard worth $1.48M as of Q3 2026.
  • Legacy Edge Advisors sold 16 Mastercard shares in Q3 2026, an estimated $9K.
  • Mastercard made up 0.13% of Legacy Edge Advisors's portfolio in Q3 2026, its #88 holding.
  • Legacy Edge Advisors first reported a position in Mastercard in Q4 2023 and has held it in 12 quarters since.
  • Legacy Edge Advisors's Mastercard position peaked at $1.64M in Q4 2025.
  • 2,497 funds tracked by Wall St. Rank held Mastercard as of Q3 2026.

Based on Legacy Edge Advisors's 13F filing for Q3 2026, filed 6 Nov 2026.