Creative Planning
MQ icon

Creative Planning’s Marqeta MQ Stock Holding History

Creative Planning’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
Q1 		$2.33M Buy
142,573
+63,510
+80% +$1.07M ﹤0.01% 1782
2025
Q4 		$1.5M Buy
79,063
+20,518
+35% +$394K ﹤0.01% 1953
2025
Q3 		$1.24M Sell
58,545
-17,625
-23% -$418K ﹤0.01% 1922
2025
Q2 		$1.78M Sell
76,170
-23,515
-24% -$446K ﹤0.01% 1413
2025
Q1 		$1.64M Buy
99,685
+27,570
+38% +$435K ﹤0.01% 1335
2024
Q4 		$1.09M Buy
72,115
+57,396
+390% +$1.01M ﹤0.01% 1587
2024
Q3 		$290K Sell
14,719
-3,512
-19% -$73.5K ﹤0.01% 2546
2024
Q2 		$400K Buy
18,231
+6,923
+61% +$152K ﹤0.01% 2126
2024
Q1 		$270K Buy
11,308
+3,349
+42% +$82.9K ﹤0.01% 2340
2023
Q4 		$222K Buy
7,959
+1,409
+22% +$33.8K ﹤0.01% 2334
2023
Q3 		$157K Buy
6,550
+2,839
+77% +$64.4K ﹤0.01% 2308
2023
Q2 		$72.3K Buy
3,711
+241
+7% +$4.37K ﹤0.01% 2400
2023
Q1 		$63.4K Buy
+3,470
New +$77.4K ﹤0.01% 2308

Other funds holding MQ

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return