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Wealthspire Advisors (New York)’s Marqeta MQ Stock Holding History

Wealthspire Advisors (New York)’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 		$50.8K Buy
+3,125
New +$50.8K ﹤0.01% 1253
2025
Q4 		– Sell
-23
Closed -$491 – 2172
2025
Q3 		$491 Buy
+23
New +$545 ﹤0.01% 2838

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

Wealthspire Advisors (New York)'s MQ Position: Q2 2026 in Review

Wealthspire Advisors (New York) opened a new position in Marqeta (MQ) in Q2 2026: 3,125 shares worth $50.8K. The stake represents ﹤0.01% of the portfolio and ranks #1253 among its holdings. This is a return to the name: Wealthspire Advisors (New York) previously reported a position in MQ as recently as Q3 2025.

Wealthspire Advisors (New York) first reported a position in MQ in Q3 2025 and has held it in 2 quarters since. 210 funds tracked by Wall St. Rank hold MQ as of Q2 2026.

  • Wealthspire Advisors (New York) held 3,125 shares of Marqeta worth $50.8K as of Q2 2026.
  • Marqeta was a new Wealthspire Advisors (New York) position in Q2 2026.
  • Marqeta made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #1253 holding.
  • Wealthspire Advisors (New York) first reported a position in Marqeta in Q3 2025 and has held it in 2 quarters since.
  • 210 funds tracked by Wall St. Rank held Marqeta as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.