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Legend Financial Advisors’s Mastercard MA Stock Holding History

Legend Financial 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
2025
Q3 		– Sell
-100
Closed -$56.2K – 106
2025
Q2 		$56.2K Buy
+100
New +$55.3K 0.04% 53
2025
Q1 		– Sell
-100
Closed -$52.7K – 157
2024
Q4 		$52.7K Hold
100
– – 0.04% 49
2024
Q3 		$49.4K Hold
100
– – 0.03% 47
2024
Q2 		$44.1K Hold
100
– – 0.03% 65
2024
Q1 		$48.2K Hold
100
– – 0.03% 57
2023
Q4 		$42.7K Hold
100
– – 0.03% 59
2023
Q3 		$39.6K Hold
100
– – 0.03% 68
2023
Q2 		$39.3K Hold
100
– – 0.03% 70
2023
Q1 		$36.3K Hold
100
– – 0.03% 73
2022
Q4 		$34.8K Hold
100
– – 0.03% 82
2022
Q3 		$28.4K Buy
+100
New +$33.1K 0.03% 81

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Legend Financial Advisors's MA Position: Q3 2025 in Review

Legend Financial Advisors sold out of Mastercard (MA) in Q3 2025, closing a stake of 100 shares — an estimated $56.2K sold.

Legend Financial Advisors first reported a position in MA in Q3 2022 and held it in 11 quarters. The position peaked at $56.2K in Q2 2025. 3,505 funds tracked by Wall St. Rank hold MA as of Q3 2025.

  • Legend Financial Advisors reported no remaining Mastercard position as of Q3 2025 after selling out during the quarter.
  • Legend Financial Advisors sold 100 Mastercard shares in Q3 2025, an estimated $56.2K.
  • Legend Financial Advisors first reported a position in Mastercard in Q3 2022 and held it in 11 quarters.
  • Legend Financial Advisors's Mastercard position peaked at $56.2K in Q2 2025.
  • 3,505 funds tracked by Wall St. Rank held Mastercard as of Q3 2025.

Based on Legend Financial Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.