Hennion & Walsh Asset Management’s Marten Transport MRTN Stock Holding History

Hennion & Walsh Asset Management’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
2026 Q2	$371K	Sell	21,397 -4,681	-18%	-$74.4K	0.01%	813
2026 Q1	$342K	Sell	26,078 -374	-1%	-$4.8K	0.01%	804
2025 Q4	$301K	Sell	26,452 -817	-3%	-$8.67K	0.01%	834
2025 Q3	$291K	Sell	27,269 -580	-2%	-$7.05K	0.01%	856
2025 Q2	$362K	Sell	27,849 -78	-0.3%	-$1.03K	0.01%	770
2025 Q1	$383K	Buy	27,927 +2,506	+10%	+$37.3K	0.02%	706
2024 Q4	$397K	Buy	25,421 +10,559	+71%	+$176K	0.02%	694
2024 Q3	$263K	Buy	+14,862	New	+$261K	0.01%	777
2023 Q3	–	Sell	-28,130	Closed	-$605K	–	830
2023 Q2	$605K	Sell	28,130 -6,710	-19%	-$141K	0.04%	465
2023 Q1	$730K	Sell	34,840 -799	-2%	-$17K	0.04%	426
2022 Q4	$705K	Sell	35,639 -1,076	-3%	-$21.5K	0.04%	414
2022 Q3	$703K	Sell	36,715 -1,826	-5%	-$36.5K	0.05%	409
2022 Q2	$648K	Sell	38,541 -561	-1%	-$9.65K	0.04%	431
2022 Q1	$694K	Buy	39,102 +1,555	+4%	+$27.2K	0.04%	438
2021 Q4	$644K	Buy	37,547 +13,047	+53%	+$216K	0.03%	475
2021 Q3	$384K	Buy	+24,500	New	+$384K	0.02%	575

Other funds holding MRTN

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

Ausbil Investment Management Sydney, Australia $221M AUM 35.27% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Canvas Wealth Advisors Shawnee, Kansas $717M AUM 41.56% 1-Year Est. Return

Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

City State Bank Norwalk, Iowa $436M AUM 32.32% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return