Legacy Advisors’s Marqeta MQ Stock Holding History

Legacy 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
2025 Q2	–	Sell	-12	Closed	-$234K	–	260
2025 Q1	$234K	Buy	+12	New	+$189	0.02%	381

Other funds holding MQ

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

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

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 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

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

Legacy Advisors's MQ Position: Q2 2025 in Review

Legacy Advisors sold out of Marqeta (MQ) in Q2 2025, closing a stake of 12 shares — an estimated $234K sold.

Legacy Advisors first reported a position in MQ in Q1 2025 and held it in 1 quarter. The position peaked at $234K in Q1 2025. 248 funds tracked by Wall St. Rank hold MQ as of Q2 2025.

Legacy Advisors reported no remaining Marqeta position as of Q2 2025 after selling out during the quarter.
Legacy Advisors sold 12 Marqeta shares in Q2 2025, an estimated $234K.
Legacy Advisors first reported a position in Marqeta in Q1 2025 and held it in 1 quarter.
Legacy Advisors's Marqeta position peaked at $234K in Q1 2025.
248 funds tracked by Wall St. Rank held Marqeta as of Q2 2025.

Based on Legacy Advisors's 13F filing for Q2 2025, filed 7 Aug 2025.