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Legacy Investment Solutions’s Mastercard MA Stock Holding History

Legacy Investment Solutions’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
2025
Q2 		$59K Buy
+105
New +$58.1K 0.03% 144
2024
Q4 		$59.1K Hold
105
– – 0.04% 114
2024
Q3 		$54.8K Buy
+105
New +$48.8K 0.03% 114

Other funds holding MA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Mastercard Foundation Asset Management (MFAM)
Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $33.7B AUM 8.48% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Legacy Investment Solutions's MA Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in Mastercard (MA) in Q2 2025: 105 shares worth $59K. The stake represents 0.03% of the portfolio and ranks #144 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in MA as recently as Q4 2024.

Legacy Investment Solutions first reported a position in MA in Q3 2024 and has held it in 3 quarters since. The position peaked at $59.1K in Q4 2024. 3,527 funds tracked by Wall St. Rank hold MA as of Q2 2025.

  • Legacy Investment Solutions held 105 shares of Mastercard worth $59K as of Q2 2025.
  • Mastercard was a new Legacy Investment Solutions position in Q2 2025.
  • Mastercard made up 0.03% of Legacy Investment Solutions's portfolio in Q2 2025, its #144 holding.
  • Legacy Investment Solutions first reported a position in Mastercard in Q3 2024 and has held it in 3 quarters since.
  • Legacy Investment Solutions's Mastercard position peaked at $59.1K in Q4 2024.
  • 3,527 funds tracked by Wall St. Rank held Mastercard as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.