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My Legacy Advisors’s Mastercard MA Stock Holding History

My Legacy 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
Q2 		$2.48M Buy
4,398
+115
+3% +$63.6K 0.88% 31
2025
Q1 		$2.35M Buy
4,283
+35
+0.8% +$19.1K 0.91% 29
2024
Q4 		$2.22M Sell
4,248
-88
-2% -$45.6K 0.86% 30
2024
Q3 		$2.14M Sell
4,336
-655
-13% -$305K 0.85% 31
2024
Q2 		$2.2M Sell
4,991
-511
-9% -$233K 0.7% 36
2024
Q1 		$2.65M Buy
5,502
+46
+0.8% +$21K 0.89% 26
2023
Q4 		$2.33M Buy
5,456
+186
+4% +$74.7K 0.84% 27
2023
Q3 		$2.04M Buy
5,270
+67
+1% +$26.9K 0.83% 28
2023
Q2 		$2.08M Sell
5,203
-106
-2% -$39.8K 0.82% 29
2023
Q1 		$1.91M Sell
5,309
-364
-6% -$132K 0.82% 26
2022
Q4 		$2.12M Buy
5,673
+310
+6% +$102K 0.9% 22
2022
Q3 		$1.55M Buy
5,363
+248
+5% +$82.2K 0.78% 26
2022
Q2 		$1.66M Buy
5,115
+378
+8% +$130K 0.83% 24
2022
Q1 		$1.69M Buy
+4,737
New +$1.7M 0.79% 27

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

My Legacy Advisors's MA Position: Q2 2025 in Review

My Legacy Advisors increased its Mastercard (MA) stake by 2.7% in Q2 2025, buying an estimated $63.6K and bringing the position to 4,398 shares worth $2.48M. The position accounts for 0.88% of the portfolio, ranked #31.

My Legacy Advisors first reported a position in MA in Q1 2022 and has held it in 14 quarters since. The position peaked at $2.65M in Q1 2024. 3,527 funds tracked by Wall St. Rank hold MA as of Q2 2025.

  • My Legacy Advisors held 4,398 shares of Mastercard worth $2.48M as of Q2 2025.
  • My Legacy Advisors bought 115 Mastercard shares in Q2 2025, an estimated $63.6K.
  • Mastercard made up 0.88% of My Legacy Advisors's portfolio in Q2 2025, its #31 holding.
  • My Legacy Advisors first reported a position in Mastercard in Q1 2022 and has held it in 14 quarters since.
  • My Legacy Advisors's Mastercard position peaked at $2.65M in Q1 2024.
  • 3,527 funds tracked by Wall St. Rank held Mastercard as of Q2 2025.

Based on My Legacy Advisors's 13F filing for Q2 2025, filed 11 Jul 2025.