EverSource Wealth Advisors’s Marathon Digital Holdings MARA Stock Holding History

EverSource Wealth Advisors’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 Q1	$15.9K	Buy	1,945 +1,235	+174%	+$11.2K	﹤0.01%	2647
2025 Q4	$6.38K	Sell	710 -31	-4%	-$457	﹤0.01%	3003
2025 Q3	$13.5K	Hold	741	–	–	﹤0.01%	2638
2025 Q2	$11.6K	Sell	741 -765	-51%	-$11K	﹤0.01%	2706
2025 Q1	$17.3K	Sell	1,506 -133,362	-99%	-$2.12M	﹤0.01%	1770
2024 Q4	$2.26M	Buy	134,868 +3,149	+2%	+$63.7K	0.13%	134
2024 Q3	$2.14M	Sell	131,719 -45,788	-26%	-$830K	0.14%	134
2024 Q2	$3.49M	Buy	177,507 +20,058	+13%	+$381K	0.23%	94
2024 Q1	$2.53M	Buy	157,449 +92,649	+143%	+$2.02M	0.2%	106
2023 Q4	$1.52M	Buy	64,800 +63,775	+6,222%	+$805K	0.14%	135
2023 Q3	$8.71K	Buy	1,025 +950	+1,267%	+$12.8K	﹤0.01%	1476
2023 Q2	$1.04K	Buy	+75	New	+$755	﹤0.01%	2206

Other funds holding MARA

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Marex Group London $15.8B AUM 31.44% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

EverSource Wealth Advisors's MARA Position: Q1 2026 in Review

EverSource Wealth Advisors increased its Marathon Digital Holdings (MARA) stake by 174% in Q1 2026, buying an estimated $11.2K and bringing the position to 1,945 shares worth $15.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2647.

EverSource Wealth Advisors first reported a position in MARA in Q2 2023 and has held it in 12 quarters since. The position peaked at $3.49M in Q2 2024. 386 funds tracked by Wall St. Rank hold MARA as of Q1 2026.

EverSource Wealth Advisors held 1,945 shares of Marathon Digital Holdings worth $15.9K as of Q1 2026.
EverSource Wealth Advisors bought 1,235 Marathon Digital Holdings shares in Q1 2026, an estimated $11.2K.
Marathon Digital Holdings made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q1 2026, its #2647 holding.
EverSource Wealth Advisors first reported a position in Marathon Digital Holdings in Q2 2023 and has held it in 12 quarters since.
EverSource Wealth Advisors's Marathon Digital Holdings position peaked at $3.49M in Q2 2024.
386 funds tracked by Wall St. Rank held Marathon Digital Holdings as of Q1 2026.

Based on EverSource Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.