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Congress Asset Management’s Marqeta MQ Stock Holding History

Congress Asset Management’s Portfolio MQ Stock Details MQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$25.9M Buy
398,053
+82,999
+26% +$1.35M 0.16% 140
2026
Q1 		$5.14M Buy
315,054
+43,771
+16% +$737K 0.04% 247
2025
Q4 		$5.15M Buy
271,283
+7,712
+3% +$148K 0.04% 236
2025
Q3 		$5.57M Sell
263,571
-19,201
-7% -$455K 0.04% 228
2025
Q2 		$6.59M Sell
282,772
-11
-0% -$209 0.05% 212
2025
Q1 		$4.66M Sell
282,783
-1,178
-0.4% -$18.6K 0.03% 229
2024
Q4 		$4.3M Buy
283,961
+20,041
+8% +$352K 0.03% 241
2024
Q3 		$5.19M Buy
263,920
+84,087
+47% +$1.76M 0.04% 227
2024
Q2 		$3.94M Buy
+179,833
New +$3.96M 0.03% 238

Other funds holding MQ

Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CA
Cache Advisors San Francisco, California $1.18B AUM 44.04% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
LI
LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return