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Defined Financial Planning’s Marten Transport MRTN Stock Holding History

Defined Financial Planning’s Portfolio MRTN Stock Details MRTN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-11,070
Closed -$153K – 80
2025
Q1 		$153K Hold
11,070
– – 0.15% 77
2024
Q4 		$173K Buy
+11,070
New +$184K 0.18% 78

Other funds holding MRTN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Defined Financial Planning's MRTN Position: Q2 2025 in Review

Defined Financial Planning sold out of Marten Transport (MRTN) in Q2 2025, closing a stake of 11,070 shares — an estimated $153K sold.

Defined Financial Planning first reported a position in MRTN in Q4 2024 and held it in 2 quarters. The position peaked at $173K in Q4 2024. 213 funds tracked by Wall St. Rank hold MRTN as of Q2 2025.

  • Defined Financial Planning reported no remaining Marten Transport position as of Q2 2025 after selling out during the quarter.
  • Defined Financial Planning sold 11,070 Marten Transport shares in Q2 2025, an estimated $153K.
  • Defined Financial Planning first reported a position in Marten Transport in Q4 2024 and held it in 2 quarters.
  • Defined Financial Planning's Marten Transport position peaked at $173K in Q4 2024.
  • 213 funds tracked by Wall St. Rank held Marten Transport as of Q2 2025.

Based on Defined Financial Planning's 13F filing for Q2 2025, filed 23 Jul 2025.