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Pinnacle Wealth Planning Services’s Marathon Digital Holdings MARA Stock Holding History

Pinnacle Wealth Planning Services’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
Q1 		$70K Buy
8,577
+1,647
+24% +$14.9K 0.01% 1006
2025
Q4 		$62.2K Sell
6,930
-5,710
-45% -$84.3K 0.01% 1055
2025
Q3 		$231K Buy
12,640
+469
+4% +$7.91K 0.03% 407
2025
Q2 		$191K Buy
+12,171
New +$174K 0.03% 428

Other funds holding MARA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
MG
Marex Group London $15.8B AUM 31.44% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Pinnacle Wealth Planning Services's MARA Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Marathon Digital Holdings (MARA) stake by 24% in Q1 2026, buying an estimated $14.9K and bringing the position to 8,577 shares worth $70K. The position accounts for 0.01% of the portfolio, ranked #1006.

Pinnacle Wealth Planning Services first reported a position in MARA in Q2 2025 and has held it in 4 quarters since. The position peaked at $231K in Q3 2025. 386 funds tracked by Wall St. Rank hold MARA as of Q1 2026.

  • Pinnacle Wealth Planning Services held 8,577 shares of Marathon Digital Holdings worth $70K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 1,647 Marathon Digital Holdings shares in Q1 2026, an estimated $14.9K.
  • Marathon Digital Holdings made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #1006 holding.
  • Pinnacle Wealth Planning Services first reported a position in Marathon Digital Holdings in Q2 2025 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Marathon Digital Holdings position peaked at $231K in Q3 2025.
  • 386 funds tracked by Wall St. Rank held Marathon Digital Holdings as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.