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Legacy Wealth Partners (Colorado)’s Mastercard MA Stock Holding History

Legacy Wealth Partners (Colorado)’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 		$300K Sell
584
-94
-14% -$46.9K 0.07% 150
2026
Q1 		$339K Sell
678
-22
-3% -$11.6K 0.08% 127
2025
Q4 		$400K Buy
+700
New +$391K 0.1% 110

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 Wealth Partners (Colorado)'s MA Position: Q2 2026 in Review

Legacy Wealth Partners (Colorado) reduced its Mastercard (MA) stake by 14% in Q2 2026, selling an estimated $46.9K and leaving 584 shares worth $300K. The position accounts for 0.07% of the portfolio, ranked #150.

Legacy Wealth Partners (Colorado) first reported a position in MA in Q4 2025 and has held it in 3 quarters since. The position peaked at $400K in Q4 2025. 3,604 funds tracked by Wall St. Rank hold MA as of Q2 2026.

  • Legacy Wealth Partners (Colorado) held 584 shares of Mastercard worth $300K as of Q2 2026.
  • Legacy Wealth Partners (Colorado) sold 94 Mastercard shares in Q2 2026, an estimated $46.9K.
  • Mastercard made up 0.07% of Legacy Wealth Partners (Colorado)'s portfolio in Q2 2026, its #150 holding.
  • Legacy Wealth Partners (Colorado) first reported a position in Mastercard in Q4 2025 and has held it in 3 quarters since.
  • Legacy Wealth Partners (Colorado)'s Mastercard position peaked at $400K in Q4 2025.
  • 3,604 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on Legacy Wealth Partners (Colorado)'s 13F filing for Q2 2026, filed 22 Jul 2026.