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EverSource Wealth Advisors’s Marqeta MQ Stock Holding History

EverSource Wealth Advisors’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 		$7.01K Sell
432
-116
-21% -$1.89K ﹤0.01% 3111
2026
Q1 		$8.94K Buy
548
+377
+220% +$6.35K ﹤0.01% 2973
2025
Q4 		$3.25K Sell
171
-564
-77% -$10.8K ﹤0.01% 3308
2025
Q3 		$15.5K Buy
735
+582
+380% +$13.8K ﹤0.01% 2537
2025
Q2 		$3.57K Buy
153
+84
+122% +$1.59K ﹤0.01% 3294
2025
Q1 		$1.13K Buy
69
+42
+156% +$662 ﹤0.01% 3188
2024
Q4 		$406 Buy
+27
New +$474 ﹤0.01% 3262

Other funds holding MQ

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VP
Vitruvian Partners London, United Kingdom $201M AUM 10.44% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

EverSource Wealth Advisors's MQ Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Marqeta (MQ) stake by 21% in Q2 2026, selling an estimated $1.89K and leaving 432 shares worth $7.01K. The position accounts for ﹤0.01% of the portfolio, ranked #3111.

EverSource Wealth Advisors first reported a position in MQ in Q4 2024 and has held it in 7 quarters since. The position peaked at $15.5K in Q3 2025. 209 funds tracked by Wall St. Rank hold MQ as of Q2 2026.

  • EverSource Wealth Advisors held 432 shares of Marqeta worth $7.01K as of Q2 2026.
  • EverSource Wealth Advisors sold 116 Marqeta shares in Q2 2026, an estimated $1.89K.
  • Marqeta made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3111 holding.
  • EverSource Wealth Advisors first reported a position in Marqeta in Q4 2024 and has held it in 7 quarters since.
  • EverSource Wealth Advisors's Marqeta position peaked at $15.5K in Q3 2025.
  • 209 funds tracked by Wall St. Rank held Marqeta as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.