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Root Financial Partners’s Marathon Digital Holdings MARA Stock Holding History

Root Financial Partners’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 		– Sell
-246
Closed -$2.01K – 2014
2026
Q1 		$2.01K Sell
246
-100
-29% -$905 ﹤0.01% 2317
2025
Q4 		$3.11K Buy
346
+301
+669% +$4.44K ﹤0.01% 1894
2025
Q3 		$822 Buy
+45
New +$758 ﹤0.01% 2089

Other funds holding MARA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
MG
Marex Group London $23.6B AUM 57.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Root Financial Partners's MARA Position: Q2 2026 in Review

Root Financial Partners sold out of Marathon Digital Holdings (MARA) in Q2 2026, closing a stake of 246 shares — an estimated $2.01K sold.

Root Financial Partners first reported a position in MARA in Q3 2025 and held it in 3 quarters. The position peaked at $3.11K in Q4 2025. 414 funds tracked by Wall St. Rank hold MARA as of Q2 2026.

  • Root Financial Partners reported no remaining Marathon Digital Holdings position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 246 Marathon Digital Holdings shares in Q2 2026, an estimated $2.01K.
  • Root Financial Partners first reported a position in Marathon Digital Holdings in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Marathon Digital Holdings position peaked at $3.11K in Q4 2025.
  • 414 funds tracked by Wall St. Rank held Marathon Digital Holdings as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.