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 $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

Creative Planning's MARA Position: Q1 2026 in Review

Creative Planning increased its Marathon Digital Holdings (MARA) stake by 150% in Q1 2026, buying an estimated $979K and bringing the position to 180,624 shares worth $1.47M. The position accounts for ﹤0.01% of the portfolio, ranked #2150.

Creative Planning first reported a position in MARA in Q4 2014 and has held it in 24 quarters since. The position peaked at $2.73M in Q3 2025. 386 funds tracked by Wall St. Rank hold MARA as of Q1 2026.

  • Creative Planning held 180,624 shares of Marathon Digital Holdings worth $1.47M as of Q1 2026.
  • Creative Planning bought 108,230 Marathon Digital Holdings shares in Q1 2026, an estimated $979K.
  • Marathon Digital Holdings made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2150 holding.
  • Creative Planning first reported a position in Marathon Digital Holdings in Q4 2014 and has held it in 24 quarters since.
  • Creative Planning's Marathon Digital Holdings position peaked at $2.73M in Q3 2025.
  • 386 funds tracked by Wall St. Rank held Marathon Digital Holdings as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.