True Wealth Design
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True Wealth Design’s Marqeta MQ Stock Holding History

True Wealth Design’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
Q3 		$17 Buy
+1
New +$17 ﹤0.01% 2555
2026
Q2 		– Sell
-71
Closed -$1.16K – 2804
2026
Q1 		$1.16K Buy
+71
New +$1.2K ﹤0.01% 1749
2025
Q4 		– Sell
-2
Closed -$32 – 2727
2025
Q3 		$32 Hold
2
– – ﹤0.01% 2626
2025
Q2 		$35 Buy
+2
New +$38 ﹤0.01% 2445

Other funds holding MQ

AL
Arnhold LLC New York $1.4B AUM 42.37% 1-Year Est. Return
ZWJ Investment Counsel
ZWJ Investment Counsel Atlanta, Georgia $3.24B AUM 31.6% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return
Perigon Wealth Management
Perigon Wealth Management San Francisco, California $6.5B AUM 20.72% 1-Year Est. Return
Ahara Advisors
Ahara Advisors Jersey City, New Jersey $165M AUM 22.09% 1-Year Est. Return
Sierra Summit Advisors
Sierra Summit Advisors Incline Village, Nevada $852M AUM 73.11% 1-Year Est. Return
Donor Advised Charitable Giving
Donor Advised Charitable Giving San Francisco, California $5.16B AUM 22.24% 1-Year Est. Return
State of Wyoming
State of Wyoming Cheyenne, Wyoming $1.29B AUM 32.25% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return
Inspire Investing
Inspire Investing Meridian, Idaho $2.37B AUM 29.82% 1-Year Est. Return

True Wealth Design's MQ Position: Q3 2026 in Review

True Wealth Design opened a new position in Marqeta (MQ) in Q3 2026: 1 share worth $17. The stake represents ﹤0.01% of the portfolio and ranks #2555 among its holdings. This is a return to the name: True Wealth Design previously reported a position in MQ as recently as Q1 2026.

True Wealth Design first reported a position in MQ in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.16K in Q1 2026. 43 funds tracked by Wall St. Rank hold MQ as of Q3 2026.

  • True Wealth Design held 1 share of Marqeta worth $17 as of Q3 2026.
  • Marqeta was a new True Wealth Design position in Q3 2026.
  • Marqeta made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #2555 holding.
  • True Wealth Design first reported a position in Marqeta in Q2 2025 and has held it in 4 quarters since.
  • True Wealth Design's Marqeta position peaked at $1.16K in Q1 2026.
  • 43 funds tracked by Wall St. Rank held Marqeta as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.