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Root Financial Partners’s Marqeta MQ Stock Holding History

Root Financial Partners’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
-249
Closed -$4.06K – 2109
2026
Q1 		$4.06K Sell
249
-4
-2% -$67 ﹤0.01% 2025
2025
Q4 		$4.8K Buy
253
+15
+6% +$288 ﹤0.01% 1776
2025
Q3 		$5.02K Buy
+238
New +$5.64K ﹤0.01% 1724

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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

Root Financial Partners's MQ Position: Q2 2026 in Review

Root Financial Partners sold out of Marqeta (MQ) in Q2 2026, closing a stake of 249 shares — an estimated $4.06K sold.

Root Financial Partners first reported a position in MQ in Q3 2025 and held it in 3 quarters. The position peaked at $5.02K in Q3 2025. 210 funds tracked by Wall St. Rank hold MQ as of Q2 2026.

  • Root Financial Partners reported no remaining Marqeta position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 249 Marqeta shares in Q2 2026, an estimated $4.06K.
  • Root Financial Partners first reported a position in Marqeta in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Marqeta position peaked at $5.02K in Q3 2025.
  • 210 funds tracked by Wall St. Rank held Marqeta as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.