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Center for Financial Planning’s Marathon Digital Holdings MARA Stock Holding History

Center for Financial Planning’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
2025
Q3 		– Sell
-79
Closed -$1.24K – 686
2025
Q2 		$1.24K Hold
79
– – ﹤0.01% 593
2025
Q1 		$909 Hold
79
– – ﹤0.01% 643
2024
Q4 		$1.32K Buy
+79
New +$1.6K ﹤0.01% 576

Other funds holding MARA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MG
Marex Group London $23.6B AUM 57.16% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $23.5B AUM 33.24% 1-Year Est. Return

Center for Financial Planning's MARA Position: Q3 2025 in Review

Center for Financial Planning sold out of Marathon Digital Holdings (MARA) in Q3 2025, closing a stake of 79 shares — an estimated $1.24K sold.

Center for Financial Planning first reported a position in MARA in Q4 2024 and held it in 3 quarters. The position peaked at $1.32K in Q4 2024. 392 funds tracked by Wall St. Rank hold MARA as of Q3 2025.

  • Center for Financial Planning reported no remaining Marathon Digital Holdings position as of Q3 2025 after selling out during the quarter.
  • Center for Financial Planning sold 79 Marathon Digital Holdings shares in Q3 2025, an estimated $1.24K.
  • Center for Financial Planning first reported a position in Marathon Digital Holdings in Q4 2024 and held it in 3 quarters.
  • Center for Financial Planning's Marathon Digital Holdings position peaked at $1.32K in Q4 2024.
  • 392 funds tracked by Wall St. Rank held Marathon Digital Holdings as of Q3 2025.

Based on Center for Financial Planning's 13F filing for Q3 2025, filed 6 Nov 2025.