Creative Planning
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Creative Planning’s Marathon Digital Holdings MARA Stock Holding History

Creative 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
2024
Q2 		– Sell
-3,500
Closed -$4.58K – 3128
2024
Q1 		$4.58K Buy
+3,500
New +$76.5K ﹤0.01% 2887

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

Creative Planning's MARA Position: Q2 2026 in Review

Creative Planning increased its Marathon Digital Holdings (MARA) stake by 35% in Q2 2026, buying an estimated $781K and bringing the position to 243,097 shares worth $3.38M. The position accounts for ﹤0.01% of the portfolio, ranked #1691.

Creative Planning first reported a position in MARA in Q4 2014 and has held it in 25 quarters since. 414 funds tracked by Wall St. Rank hold MARA as of Q2 2026.

  • Creative Planning held 243,097 shares of Marathon Digital Holdings worth $3.38M as of Q2 2026.
  • Creative Planning bought 62,473 Marathon Digital Holdings shares in Q2 2026, an estimated $781K.
  • Marathon Digital Holdings made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1691 holding.
  • Creative Planning first reported a position in Marathon Digital Holdings in Q4 2014 and has held it in 25 quarters since.
  • 414 funds tracked by Wall St. Rank held Marathon Digital Holdings as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.