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Forum Financial Management’s Marqeta MQ Stock Holding History

Forum Financial 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
Q1 		– Sell
-2,555
Closed -$48.5K – 735
2025
Q4 		$48.5K Sell
2,555
-1
-0% -$19 ﹤0.01% 1004
2025
Q3 		$54K Buy
2,556
+1
+0% +$24 ﹤0.01% 1003
2025
Q2 		$59.6K Buy
+2,555
New +$48.5K ﹤0.01% 945
2023
Q4 		– Sell
-2,581
Closed -$61.7K – 709
2023
Q3 		$61.7K Buy
2,581
+75
+3% +$1.7K ﹤0.01% 628
2023
Q2 		$48.8K Sell
2,506
-125
-5% -$2.27K ﹤0.01% 652
2023
Q1 		$48.1K Buy
+2,631
New +$58.7K ﹤0.01% 612

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

Forum Financial Management's MQ Position: Q1 2026 in Review

Forum Financial Management sold out of Marqeta (MQ) in Q1 2026, closing a stake of 2,555 shares — an estimated $48.5K sold.

Forum Financial Management first reported a position in MQ in Q1 2023 and held it in 6 quarters. The position peaked at $61.7K in Q3 2023. 253 funds tracked by Wall St. Rank hold MQ as of Q1 2026.

  • Forum Financial Management reported no remaining Marqeta position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 2,555 Marqeta shares in Q1 2026, an estimated $48.5K.
  • Forum Financial Management first reported a position in Marqeta in Q1 2023 and held it in 6 quarters.
  • Forum Financial Management's Marqeta position peaked at $61.7K in Q3 2023.
  • 253 funds tracked by Wall St. Rank held Marqeta as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.