Marshall Financial Group (Maryland)’s Ferrari RACE Stock Holding History

Marshall Financial Group (Maryland)’s Portfolio RACE Stock Details RACE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$869K	Buy	+2,333	New	+$811K	0.13%	152
2025 Q4	–	Sell	-2,581	Closed	-$1.25M	–	305
2025 Q3	$1.25M	Buy	2,581 +90	+4%	+$43.1K	0.24%	98
2025 Q2	$1.21M	Sell	2,491 -311	-11%	-$144K	0.24%	95
2025 Q1	$1.2M	Buy	2,802 +106	+4%	+$47.7K	0.26%	88
2024 Q4	$1.15M	Sell	2,696 -36	-1%	-$16.2K	0.28%	92
2024 Q3	$1.28M	Buy	2,732 +30	+1%	+$13.5K	0.31%	79
2024 Q2	$1.1M	Buy	2,702 +72	+3%	+$29.9K	0.31%	84
2024 Q1	$1.15M	Buy	2,630 +173	+7%	+$67K	0.33%	78
2023 Q4	$832K	Buy	2,457 +135	+6%	+$45.1K	0.27%	105
2023 Q3	$686K	Buy	2,322 +52	+2%	+$16.1K	0.25%	108
2023 Q2	$738K	Buy	2,270 +94	+4%	+$27.4K	0.25%	107
2023 Q1	$590K	Buy	+2,176	New	+$556K	0.21%	125

Other funds holding RACE

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Amundi Paris, France $416B AUM 44.19% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

BOI

Bank of Italy Rome, Italy $2.2B AUM 1.53% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Marshall Financial Group (Maryland)'s RACE Position: Q2 2026 in Review

Marshall Financial Group (Maryland) opened a new position in Ferrari (RACE) in Q2 2026: 2,333 shares worth $869K. The stake represents 0.13% of the portfolio and ranks #152 among its holdings. This is a return to the name: Marshall Financial Group (Maryland) previously reported a position in RACE as recently as Q3 2025.

Marshall Financial Group (Maryland) first reported a position in RACE in Q1 2023 and has held it in 12 quarters since. The position peaked at $1.28M in Q3 2024. 712 funds tracked by Wall St. Rank hold RACE as of Q2 2026.

Marshall Financial Group (Maryland) held 2,333 shares of Ferrari worth $869K as of Q2 2026.
Ferrari was a new Marshall Financial Group (Maryland) position in Q2 2026.
Ferrari made up 0.13% of Marshall Financial Group (Maryland)'s portfolio in Q2 2026, its #152 holding.
Marshall Financial Group (Maryland) first reported a position in Ferrari in Q1 2023 and has held it in 12 quarters since.
Marshall Financial Group (Maryland)'s Ferrari position peaked at $1.28M in Q3 2024.
712 funds tracked by Wall St. Rank held Ferrari as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.