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Legacy Financial Strategies’s Mastercard MA Stock Holding History

Legacy Financial Strategies’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 		$270K Buy
526
+23
+5% +$11.5K 0.04% 128
2026
Q1 		$251K Sell
503
-69
-12% -$36.3K 0.05% 123
2025
Q4 		$327K Buy
572
+22
+4% +$12.3K 0.06% 101
2025
Q3 		$313K Buy
550
+67
+14% +$38.5K 0.06% 101
2025
Q2 		$271K Buy
483
+2
+0.4% +$1.11K 0.05% 105
2025
Q1 		$264K Buy
481
+10
+2% +$5.44K 0.06% 99
2024
Q4 		$246K Buy
471
+12
+3% +$6.21K 0.05% 105
2024
Q3 		$227K Sell
459
-75
-14% -$34.9K 0.05% 107
2024
Q2 		$239K Buy
534
+26
+5% +$11.8K 0.06% 87
2024
Q1 		$245K Buy
508
+34
+7% +$15.5K 0.06% 79
2023
Q4 		$202K Buy
+474
New +$190K 0.06% 79

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

Legacy Financial Strategies's MA Position: Q2 2026 in Review

Legacy Financial Strategies increased its Mastercard (MA) stake by 4.6% in Q2 2026, buying an estimated $11.5K and bringing the position to 526 shares worth $270K. The position accounts for 0.04% of the portfolio, ranked #128.

Legacy Financial Strategies first reported a position in MA in Q4 2023 and has held it in 11 quarters since. The position peaked at $327K in Q4 2025. 3,592 funds tracked by Wall St. Rank hold MA as of Q2 2026.

  • Legacy Financial Strategies held 526 shares of Mastercard worth $270K as of Q2 2026.
  • Legacy Financial Strategies bought 23 Mastercard shares in Q2 2026, an estimated $11.5K.
  • Mastercard made up 0.04% of Legacy Financial Strategies's portfolio in Q2 2026, its #128 holding.
  • Legacy Financial Strategies first reported a position in Mastercard in Q4 2023 and has held it in 11 quarters since.
  • Legacy Financial Strategies's Mastercard position peaked at $327K in Q4 2025.
  • 3,592 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on Legacy Financial Strategies's 13F filing for Q2 2026, filed 21 Jul 2026.