KWA
MARA icon

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

Kingswood 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
2025
Q2 		– Sell
-10,631
Closed -$122K – 774
2025
Q1 		$122K Sell
10,631
-3,950
-27% -$62.8K 0.01% 699
2024
Q4 		$245K Sell
14,581
-43,240
-75% -$875K 0.02% 678
2024
Q3 		$938K Sell
57,821
-8,740
-13% -$158K 0.07% 307
2024
Q2 		$1.32M Buy
66,561
+1,845
+3% +$35K 0.12% 185
2024
Q1 		$1.46M Sell
64,716
-8,660
-12% -$189K 0.17% 147
2023
Q4 		$1.72M Sell
73,376
-10,285
-12% -$130K 0.2% 122
2023
Q3 		$711K Buy
83,661
+2,181
+3% +$29.3K 0.12% 189
2023
Q2 		$1.13M Buy
+81,480
New +$820K 0.36% 70

Other funds holding MARA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
MG
Marex Group London $23.6B AUM 57.16% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Kingswood Wealth Advisors's MARA Position: Q2 2025 in Review

Kingswood Wealth Advisors sold out of Marathon Digital Holdings (MARA) in Q2 2025, closing a stake of 10,631 shares — an estimated $122K sold.

Kingswood Wealth Advisors first reported a position in MARA in Q2 2023 and held it in 8 quarters. The position peaked at $1.72M in Q4 2023. 362 funds tracked by Wall St. Rank hold MARA as of Q2 2025.

  • Kingswood Wealth Advisors reported no remaining Marathon Digital Holdings position as of Q2 2025 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 10,631 Marathon Digital Holdings shares in Q2 2025, an estimated $122K.
  • Kingswood Wealth Advisors first reported a position in Marathon Digital Holdings in Q2 2023 and held it in 8 quarters.
  • Kingswood Wealth Advisors's Marathon Digital Holdings position peaked at $1.72M in Q4 2023.
  • 362 funds tracked by Wall St. Rank held Marathon Digital Holdings as of Q2 2025.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2025, filed 23 Jul 2025.