AWM
MARA icon

AE Wealth Management’s Marathon Digital Holdings MARA Stock Holding History

AE Wealth Management’s Portfolio MARA Stock Details MARA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$419K Buy
30,142
+8,270
+38% +$103K ﹤0.01% 1321
2026
Q1 		$178K Buy
21,872
+6,272
+40% +$56.8K ﹤0.01% 1635
2025
Q4 		$140K Buy
+15,600
New +$230K ﹤0.01% 1605
2024
Q1 		– Sell
-50,591
Closed -$903K – 1649
2023
Q4 		$903K Sell
50,591
-3,446
-6% -$43.5K ﹤0.01% 1197
2023
Q3 		$459K Buy
54,037
+14,522
+37% +$195K ﹤0.01% 1425
2023
Q2 		$548K Buy
39,515
+21,510
+119% +$216K ﹤0.01% 1342
2023
Q1 		$157K Buy
18,005
+5,202
+41% +$36.3K ﹤0.01% 1757
2022
Q4 		$43.8K Sell
12,803
-18,662
-59% -$157K ﹤0.01% 1753
2022
Q3 		$337K Buy
+31,465
New +$373K ﹤0.01% 1419
2022
Q2 		– Sell
-16,368
Closed -$457K – 1787
2022
Q1 		$457K Sell
16,368
-237
-1% -$6.16K ﹤0.01% 1264
2021
Q4 		$546K Sell
16,605
-2,242
-12% -$107K ﹤0.01% 1224
2021
Q3 		$595K Buy
18,847
+945
+5% +$30.7K ﹤0.01% 1099
2021
Q2 		$562K Buy
+17,902
New +$568K ﹤0.01% 1105

Other funds holding MARA

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
MG
Marex Group London $23.6B AUM 57.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

AE Wealth Management's MARA Position: Q2 2026 in Review

AE Wealth Management increased its Marathon Digital Holdings (MARA) stake by 38% in Q2 2026, buying an estimated $103K and bringing the position to 30,142 shares worth $419K. The position accounts for ﹤0.01% of the portfolio, ranked #1321.

AE Wealth Management first reported a position in MARA in Q2 2021 and has held it in 13 quarters since. The position peaked at $903K in Q4 2023. 413 funds tracked by Wall St. Rank hold MARA as of Q2 2026.

  • AE Wealth Management held 30,142 shares of Marathon Digital Holdings worth $419K as of Q2 2026.
  • AE Wealth Management bought 8,270 Marathon Digital Holdings shares in Q2 2026, an estimated $103K.
  • Marathon Digital Holdings made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1321 holding.
  • AE Wealth Management first reported a position in Marathon Digital Holdings in Q2 2021 and has held it in 13 quarters since.
  • AE Wealth Management's Marathon Digital Holdings position peaked at $903K in Q4 2023.
  • 413 funds tracked by Wall St. Rank held Marathon Digital Holdings as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.