Optimum Investment Advisors’s Marqeta MQ Stock Holding History

Optimum Investment 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 Q3	$528	Hold	25	–	–	﹤0.01%	594
2025 Q2	$583	Hold	25	–	–	﹤0.01%	595
2025 Q1	$412	Hold	25	–	–	﹤0.01%	626
2024 Q4	$379	Hold	25	–	–	﹤0.01%	605
2024 Q3	$492	Hold	25	–	–	﹤0.01%	620
2024 Q2	$548	Hold	25	–	–	﹤0.01%	621
2024 Q1	$596	Hold	25	–	–	﹤0.01%	625
2023 Q4	$698	Hold	25	–	–	﹤0.01%	610
2023 Q3	$598	Hold	25	–	–	﹤0.01%	675
2023 Q2	$487	Hold	25	–	–	﹤0.01%	683
2023 Q1	$457	Hold	25	–	–	﹤0.01%	712
2022 Q4	$611	Sell	25 -75	-75%	-$2.05K	﹤0.01%	725
2022 Q3	$3K	Hold	100	–	–	﹤0.01%	698
2022 Q2	$3K	Hold	100	–	–	﹤0.01%	734
2022 Q1	$4K	Hold	100	–	–	﹤0.01%	749
2021 Q4	$7K	Buy	+100	New	+$8.95K	﹤0.01%	708

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Optimum Investment Advisors's MQ Position: Q3 2025 in Review

Optimum Investment Advisors held its Marqeta (MQ) position steady in Q3 2025 at 25 shares worth $528. The position accounts for ﹤0.01% of the portfolio, ranked #594.

Optimum Investment Advisors first reported a position in MQ in Q4 2021 and has held it in 16 quarters since. The position peaked at $7K in Q4 2021. 268 funds tracked by Wall St. Rank hold MQ as of Q3 2025.

Optimum Investment Advisors held 25 shares of Marqeta worth $528 as of Q3 2025.
Optimum Investment Advisors left its Marqeta share count unchanged in Q3 2025.
Marqeta made up ﹤0.01% of Optimum Investment Advisors's portfolio in Q3 2025, its #594 holding.
Optimum Investment Advisors first reported a position in Marqeta in Q4 2021 and has held it in 16 quarters since.
Optimum Investment Advisors's Marqeta position peaked at $7K in Q4 2021.
268 funds tracked by Wall St. Rank held Marqeta as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.