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Pinnacle Wealth Planning Services’s Marqeta MQ Stock Holding History

Pinnacle Wealth Planning Services’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 		– Sell
-380
Closed -$6.2K – 2806
2026
Q1 		$6.2K Buy
+380
New +$6.4K ﹤0.01% 2193

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

Pinnacle Wealth Planning Services's MQ Position: Q2 2026 in Review

Pinnacle Wealth Planning Services sold out of Marqeta (MQ) in Q2 2026, closing a stake of 380 shares — an estimated $6.2K sold.

Pinnacle Wealth Planning Services first reported a position in MQ in Q1 2026 and held it in 1 quarter. The position peaked at $6.2K in Q1 2026. 209 funds tracked by Wall St. Rank hold MQ as of Q2 2026.

  • Pinnacle Wealth Planning Services reported no remaining Marqeta position as of Q2 2026 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 380 Marqeta shares in Q2 2026, an estimated $6.2K.
  • Pinnacle Wealth Planning Services first reported a position in Marqeta in Q1 2026 and held it in 1 quarter.
  • Pinnacle Wealth Planning Services's Marqeta position peaked at $6.2K in Q1 2026.
  • 209 funds tracked by Wall St. Rank held Marqeta as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.