CAPTRUST Financial Advisors
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CAPTRUST Financial Advisors’s Marathon Digital Holdings MARA Stock Holding History

CAPTRUST Financial Advisors’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
2023
Q4 		– Sell
-200
Closed -$2 – 2743
2023
Q3 		$2 Buy
+200
New +$2.69K ﹤0.01% 2631

Other funds holding MARA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
MG
Marex Group London $15.8B AUM 31.44% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CAPTRUST Financial Advisors's MARA Position: Q1 2026 in Review

CAPTRUST Financial Advisors reduced its Marathon Digital Holdings (MARA) stake by 37% in Q1 2026, selling an estimated $68.7K and leaving 12,874 shares worth $105K. The position accounts for ﹤0.01% of the portfolio, ranked #2806.

CAPTRUST Financial Advisors first reported a position in MARA in Q2 2021 and has held it in 16 quarters since. The position peaked at $442K in Q4 2023. 386 funds tracked by Wall St. Rank hold MARA as of Q1 2026.

  • CAPTRUST Financial Advisors held 12,874 shares of Marathon Digital Holdings worth $105K as of Q1 2026.
  • CAPTRUST Financial Advisors sold 7,588 Marathon Digital Holdings shares in Q1 2026, an estimated $68.7K.
  • Marathon Digital Holdings made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #2806 holding.
  • CAPTRUST Financial Advisors first reported a position in Marathon Digital Holdings in Q2 2021 and has held it in 16 quarters since.
  • CAPTRUST Financial Advisors's Marathon Digital Holdings position peaked at $442K in Q4 2023.
  • 386 funds tracked by Wall St. Rank held Marathon Digital Holdings as of Q1 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.