Evoke Wealth’s Marqeta MQ Stock Holding History

Evoke Wealth’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	$159K	Sell	9,752 -39	-0.4%	-$657	﹤0.01%	686
2025 Q4	$186K	Sell	9,791 -180	-2%	-$3.46K	﹤0.01%	644
2025 Q3	$211K	Buy	9,971 +369	+4%	+$8.74K	﹤0.01%	593
2025 Q2	$224K	Buy	9,602 +158	+2%	+$3K	0.01%	536
2025 Q1	$156K	Sell	9,444 -126	-1%	-$1.99K	﹤0.01%	433
2024 Q4	$145K	Sell	9,570 -45	-0.5%	-$790	﹤0.01%	418
2024 Q3	$189K	Buy	+9,615	New	+$201K	0.01%	399
2024 Q2	–	Sell	-9,590	Closed	-$229K	–	282
2024 Q1	$229K	Hold	9,590	–	–	0.01%	360
2023 Q4	$268K	Buy	+9,590	New	+$230K	0.43%	54
2023 Q3	–	Sell	-25,573	Closed	-$498K	–	392
2023 Q2	$498K	Sell	25,573 -81	-0.3%	-$1.47K	0.02%	219
2023 Q1	$469K	Buy	25,654 +1	+0%	+$22	0.02%	221
2022 Q4	$627K	Buy	25,653 +80	+0.3%	+$2.18K	0.02%	198
2022 Q3	$728K	Hold	25,573	–	–	0.03%	178
2022 Q2	$830K	Hold	25,573	–	–	0.03%	173
2022 Q1	$1.13M	Buy	+25,573	New	+$1.19M	0.04%	160

Other funds holding MQ

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 New York $63.9B AUM 45.56% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Evoke Wealth's MQ Position: Q1 2026 in Review

Evoke Wealth reduced its Marqeta (MQ) stake by 0.4% in Q1 2026, selling an estimated $657 and leaving 9,752 shares worth $159K. The position accounts for ﹤0.01% of the portfolio, ranked #686.

Evoke Wealth first reported a position in MQ in Q1 2022 and has held it in 15 quarters since. The position peaked at $1.13M in Q1 2022. 253 funds tracked by Wall St. Rank hold MQ as of Q1 2026.

Evoke Wealth held 9,752 shares of Marqeta worth $159K as of Q1 2026.
Evoke Wealth sold 39 Marqeta shares in Q1 2026, an estimated $657.
Marqeta made up ﹤0.01% of Evoke Wealth's portfolio in Q1 2026, its #686 holding.
Evoke Wealth first reported a position in Marqeta in Q1 2022 and has held it in 15 quarters since.
Evoke Wealth's Marqeta position peaked at $1.13M in Q1 2022.
253 funds tracked by Wall St. Rank held Marqeta as of Q1 2026.

Based on Evoke Wealth's 13F filing for Q1 2026, filed 15 May 2026.