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

Rooted 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
Q3 		– Sell
-13,741
Closed -$263K – 130
2025
Q2 		$263K Buy
+13,741
New +$197K 0.09% 90

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Voloridge Investment Management
Voloridge Investment Management Jupiter, Florida $23.5B AUM 33.24% 1-Year Est. Return

Rooted Wealth Advisors's MARA Position: Q3 2025 in Review

Rooted Wealth Advisors sold out of Marathon Digital Holdings (MARA) in Q3 2025, closing a stake of 13,741 shares — an estimated $263K sold.

Rooted Wealth Advisors first reported a position in MARA in Q2 2025 and held it in 1 quarter. The position peaked at $263K in Q2 2025. 392 funds tracked by Wall St. Rank hold MARA as of Q3 2025.

  • Rooted Wealth Advisors reported no remaining Marathon Digital Holdings position as of Q3 2025 after selling out during the quarter.
  • Rooted Wealth Advisors sold 13,741 Marathon Digital Holdings shares in Q3 2025, an estimated $263K.
  • Rooted Wealth Advisors first reported a position in Marathon Digital Holdings in Q2 2025 and held it in 1 quarter.
  • Rooted Wealth Advisors's Marathon Digital Holdings position peaked at $263K in Q2 2025.
  • 392 funds tracked by Wall St. Rank held Marathon Digital Holdings as of Q3 2025.

Based on Rooted Wealth Advisors's 13F filing for Q3 2025, filed 20 Oct 2025.