Steward Partners Investment Advisory’s Marqeta MQ Stock Holding History

Steward Partners Investment Advisory’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 Q1	–	Sell	-63	Closed	-$948	–	4105
2024 Q4	$948	Hold	63	–	–	﹤0.01%	3764
2024 Q3	$1.23K	Hold	63	–	–	﹤0.01%	3510
2024 Q2	$1.37K	Hold	63	–	–	﹤0.01%	3349
2024 Q1	$1.49K	Hold	63	–	–	﹤0.01%	3335
2023 Q4	$1.75K	Hold	63	–	–	﹤0.01%	3225
2023 Q3	$1.5K	Hold	63	–	–	﹤0.01%	3130
2023 Q2	$1.22K	Hold	63	–	–	﹤0.01%	3105
2023 Q1	$1.14K	Hold	63	–	–	﹤0.01%	3106
2022 Q4	$1.53K	Sell	63 -1,089	-95%	-$29.7K	﹤0.01%	3070
2022 Q3	$33K	Sell	1,152 -805	-41%	-$26.8K	﹤0.01%	1980
2022 Q2	$63K	Buy	1,957 +1,794	+1,101%	+$70.5K	﹤0.01%	1690
2022 Q1	$7K	Buy	163 +100	+159%	+$4.64K	﹤0.01%	2781
2021 Q4	$4K	Buy	+63	New	+$5.64K	﹤0.01%	2894

Other funds holding MQ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BlackRock 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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Vitruvian Partners London, United Kingdom $112M AUM 2.02% 1-Year Est. Return

NRCM

North Reef Capital Management Laguna Beach, California $2.91B AUM 11.03% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Steward Partners Investment Advisory's MQ Position: Q1 2025 in Review

Steward Partners Investment Advisory sold out of Marqeta (MQ) in Q1 2025, closing a stake of 63 shares — an estimated $948 sold.

Steward Partners Investment Advisory first reported a position in MQ in Q4 2021 and held it in 13 quarters. The position peaked at $63K in Q2 2022. 255 funds tracked by Wall St. Rank hold MQ as of Q1 2025.

Steward Partners Investment Advisory reported no remaining Marqeta position as of Q1 2025 after selling out during the quarter.
Steward Partners Investment Advisory sold 63 Marqeta shares in Q1 2025, an estimated $948.
Steward Partners Investment Advisory first reported a position in Marqeta in Q4 2021 and held it in 13 quarters.
Steward Partners Investment Advisory's Marqeta position peaked at $63K in Q2 2022.
255 funds tracked by Wall St. Rank held Marqeta as of Q1 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2025, filed 13 May 2025.