Integrated Wealth Concepts’s Marathon Digital Holdings MARA Stock Holding History

Integrated Wealth Concepts’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 Q2	$684K	Sell	49,216 -12,355	-20%	-$155K	﹤0.01%	1467
2026 Q1	$502K	Buy	+61,571	New	+$557K	﹤0.01%	1540
2025 Q4	–	Sell	-14,701	Closed	-$268K	–	1885
2025 Q3	$268K	Buy	+14,701	New	+$248K	﹤0.01%	1691
2025 Q2	–	Sell	-11,073	Closed	-$127K	–	1962
2025 Q1	$127K	Buy	11,073 +991	+10%	+$15.8K	﹤0.01%	1661
2024 Q4	$169K	Buy	+10,082	New	+$204K	﹤0.01%	1630
2023 Q2	–	Sell	-14,557	Closed	-$127K	–	1585
2023 Q1	$127K	Sell	14,557 -5,015	-26%	-$35K	﹤0.01%	1264
2022 Q4	$67K	Buy	19,572 +1,435	+8%	+$12.1K	﹤0.01%	1008
2022 Q3	$194K	Buy	+18,137	New	+$215K	0.01%	876

Other funds holding MARA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Marex Group London $23.6B AUM 57.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Integrated Wealth Concepts's MARA Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its Marathon Digital Holdings (MARA) stake by 20% in Q2 2026, selling an estimated $155K and leaving 49,216 shares worth $684K. The position accounts for ﹤0.01% of the portfolio, ranked #1467.

Integrated Wealth Concepts first reported a position in MARA in Q3 2022 and has held it in 8 quarters since. 415 funds tracked by Wall St. Rank hold MARA as of Q2 2026.

Integrated Wealth Concepts held 49,216 shares of Marathon Digital Holdings worth $684K as of Q2 2026.
Integrated Wealth Concepts sold 12,355 Marathon Digital Holdings shares in Q2 2026, an estimated $155K.
Marathon Digital Holdings made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1467 holding.
Integrated Wealth Concepts first reported a position in Marathon Digital Holdings in Q3 2022 and has held it in 8 quarters since.
415 funds tracked by Wall St. Rank held Marathon Digital Holdings as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.