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PWMG
Private Wealth Management Group’s
Marqeta
MQ
Stock Holding History
Private Wealth Management Group’s Portfolio
MQ Stock Details
MQ Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$1.76K
Hold
108
–
–
﹤0.01%
1119
2025
Q4
$2.05K
Hold
108
–
–
﹤0.01%
1069
2025
Q3
$2.28K
Hold
108
–
–
﹤0.01%
1073
2025
Q2
$2.52K
Sell
108
-32
-23%
-$607
﹤0.01%
1009
2025
Q1
$2.31K
Buy
+140
New
+$2.21K
﹤0.01%
1009
2024
Q4
–
Sell
-119
Closed
-$2.34K
–
1547
2024
Q3
$2.34K
Sell
119
-67
-36%
-$1.4K
﹤0.01%
1003
2024
Q2
$4.08K
Buy
186
+32
+21%
+$705
﹤0.01%
781
2024
Q1
$3.68K
Hold
154
–
–
﹤0.01%
735
2023
Q4
$4.31K
Buy
+154
New
+$3.69K
﹤0.01%
686
Other funds holding MQ
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$865B AUM
30.76%
1-Year Est. Return
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New York
$5.72T AUM
30.48%
1-Year Est. Return
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
New York
$63.9B AUM
45.56%
1-Year Est. Return
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
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
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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