PWM
MQ icon

Perigon Wealth Management’s Marqeta MQ Stock Holding History

Perigon Wealth 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
Q2 		$3.95M Buy
243,301
+61
+0% +$991 0.06% 271
2026
Q1 		$3.97M Buy
243,240
+306
+0.1% +$5.15K 0.07% 253
2025
Q4 		$4.62M Buy
242,934
+84
+0% +$1.61K 0.08% 224
2025
Q3 		$5.13M Buy
242,850
+19
+0% +$450 0.1% 185
2025
Q2 		$5.66M Hold
242,831
– – 0.13% 150
2025
Q1 		$4M Sell
242,831
-4
-0% -$63 0.1% 195
2024
Q4 		$3.66M Sell
242,835
-230
-0.1% -$4.04K 0.09% 204
2024
Q3 		$4.78M Hold
243,065
– – 0.13% 156
2024
Q2 		$5.33M Hold
243,065
– – 0.15% 136
2024
Q1 		$5.79M Buy
243,065
+2
+0% +$49 0.18% 128
2023
Q4 		$6.79M Sell
243,063
-125
-0.1% -$2.99K 0.22% 97
2023
Q3 		$5.82M Hold
243,188
– – 0.24% 100
2023
Q2 		$4.74M Buy
243,188
+207
+0.1% +$3.75K 0.19% 122
2023
Q1 		$4.44M Buy
242,981
+27
+0% +$602 0.25% 92
2022
Q4 		$5.94M Sell
242,954
-1,261
-0.5% -$34.4K 0.37% 66
2022
Q3 		$6.96M Buy
244,215
+11
+0% +$366 0.6% 31
2022
Q2 		$7.92M Buy
244,204
+875
+0.4% +$34.4K 0.66% 26
2022
Q1 		$10.7M Buy
243,329
+375
+0.2% +$17.4K 0.76% 20
2021
Q4 		$16.7M Buy
+242,954
New +$21.7M 1.19% 14

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

Perigon Wealth Management's MQ Position: Q2 2026 in Review

Perigon Wealth Management increased its Marqeta (MQ) stake by 0.03% in Q2 2026, buying an estimated $991 and bringing the position to 243,301 shares worth $3.95M. The position accounts for 0.06% of the portfolio, ranked #271.

Perigon Wealth Management first reported a position in MQ in Q4 2021 and has held it in 19 quarters since. The position peaked at $16.7M in Q4 2021. 210 funds tracked by Wall St. Rank hold MQ as of Q2 2026.

  • Perigon Wealth Management held 243,301 shares of Marqeta worth $3.95M as of Q2 2026.
  • Perigon Wealth Management bought 61 Marqeta shares in Q2 2026, an estimated $991.
  • Marqeta made up 0.06% of Perigon Wealth Management's portfolio in Q2 2026, its #271 holding.
  • Perigon Wealth Management first reported a position in Marqeta in Q4 2021 and has held it in 19 quarters since.
  • Perigon Wealth Management's Marqeta position peaked at $16.7M in Q4 2021.
  • 210 funds tracked by Wall St. Rank held Marqeta as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.