Legal Advantage Investments’s Mastercard MA Stock Holding History

Legal Advantage Investments’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	$1.26M	Sell	2,446 -23	-0.9%	-$11.5K	0.44%	43
2026 Q1	$1.23M	Hold	2,469	–	–	0.64%	43
2025 Q4	$1.41M	Sell	2,469 -2	-0.1%	-$1.12K	0.65%	42
2025 Q3	$1.41M	Hold	2,471	–	–	0.63%	42
2025 Q2	$1.39M	Hold	2,471	–	–	0.65%	45
2025 Q1	$1.35M	Hold	2,471	–	–	0.73%	40
2024 Q4	$1.3M	Buy	2,471 +71	+3%	+$36.8K	0.69%	45
2024 Q3	$1.19M	Hold	2,400	–	–	0.65%	48
2024 Q2	$1.06M	Hold	2,400	–	–	0.61%	46
2024 Q1	$1.16M	Hold	2,400	–	–	0.65%	45
2023 Q4	$1.02M	Hold	2,400	–	–	0.62%	45
2023 Q3	$950K	Hold	2,400	–	–	0.68%	43
2023 Q2	$944K	Hold	2,400	–	–	0.63%	45
2023 Q1	$872K	Hold	2,400	–	–	0.64%	45
2022 Q4	$835K	Hold	2,400	–	–	0.69%	42
2022 Q3	$682K	Buy	+2,400	New	+$796K	0.64%	46

Other funds holding MA

Mastercard Foundation Asset Management (MFAM) Toronto, Ontario, Canada $32.1B AUM 8.22% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

PAM

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

LWCFA

Loring Wolcott & Coolidge Fiduciary Advisors Boston, Massachusetts $10.3B AUM 3.26% 1-Year Est. Return

RCWMU

Rothschild & Co Wealth Management (UK) London, United Kingdom $6.93B AUM 1.4% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

BPC

Banque Pictet & Cie Geneva 73, Switzerland $16B AUM 29.1% 1-Year Est. Return

Legal Advantage Investments's MA Position: Q2 2026 in Review

Legal Advantage Investments reduced its Mastercard (MA) stake by 0.93% in Q2 2026, selling an estimated $11.5K and leaving 2,446 shares worth $1.26M. The position accounts for 0.44% of the portfolio, ranked #43.

Legal Advantage Investments first reported a position in MA in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.41M in Q4 2025. 1,682 funds tracked by Wall St. Rank hold MA as of Q2 2026.

Legal Advantage Investments held 2,446 shares of Mastercard worth $1.26M as of Q2 2026.
Legal Advantage Investments sold 23 Mastercard shares in Q2 2026, an estimated $11.5K.
Mastercard made up 0.44% of Legal Advantage Investments's portfolio in Q2 2026, its #43 holding.
Legal Advantage Investments first reported a position in Mastercard in Q3 2022 and has held it in 16 quarters since.
Legal Advantage Investments's Mastercard position peaked at $1.41M in Q4 2025.
1,682 funds tracked by Wall St. Rank held Mastercard as of Q2 2026.

Based on Legal Advantage Investments's 13F filing for Q2 2026, filed 15 Jul 2026.