Concord Wealth Partners’s Marathon Digital Holdings MARA Stock Holding History

Concord Wealth Partners’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	$514	Buy	+37	New	+$463	﹤0.01%	818
2026 Q1	–	Sell	-37	Closed	-$332	–	551
2025 Q4	$332	Hold	37	–	–	﹤0.01%	788
2025 Q3	$676	Hold	37	–	–	﹤0.01%	756
2025 Q2	$580	Hold	37	–	–	﹤0.01%	783
2025 Q1	$426	Hold	37	–	–	﹤0.01%	768
2024 Q4	$620	Hold	37	–	–	﹤0.01%	843
2024 Q3	$600	Hold	37	–	–	﹤0.01%	882
2024 Q2	$734	Hold	37	–	–	﹤0.01%	743
2024 Q1	$835	Buy	+37	New	+$808	﹤0.01%	798

Other funds holding MARA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Marex Group London $23.6B AUM 57.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Concord Wealth Partners's MARA Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Marathon Digital Holdings (MARA) in Q2 2026: 37 shares worth $514. The stake represents ﹤0.01% of the portfolio and ranks #818 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in MARA as recently as Q4 2025.

Concord Wealth Partners first reported a position in MARA in Q1 2024 and has held it in 9 quarters since. The position peaked at $835 in Q1 2024. 413 funds tracked by Wall St. Rank hold MARA as of Q2 2026.

Concord Wealth Partners held 37 shares of Marathon Digital Holdings worth $514 as of Q2 2026.
Marathon Digital Holdings was a new Concord Wealth Partners position in Q2 2026.
Marathon Digital Holdings made up ﹤0.01% of Concord Wealth Partners's portfolio in Q2 2026, its #818 holding.
Concord Wealth Partners first reported a position in Marathon Digital Holdings in Q1 2024 and has held it in 9 quarters since.
Concord Wealth Partners's Marathon Digital Holdings position peaked at $835 in Q1 2024.
413 funds tracked by Wall St. Rank held Marathon Digital Holdings as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.