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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 $5.7T AUM 30.48% 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 $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
MG
Marex Group London $9.64B AUM 31.44% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM