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Simplicity Wealth’s Marathon Digital Holdings MARA Stock Holding History

Simplicity Wealth’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
Q4 		– Sell
-51,620
Closed -$943K – 746
2025
Q3 		$943K Buy
+51,620
New +$870K 0.05% 305
2025
Q2 		– Sell
-102,969
Closed -$1.18M – 638
2025
Q1 		$1.18M Buy
+102,969
New +$1.64M 0.09% 220

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 $3.37T AUM 44.26% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Simplicity Wealth's MARA Position: Q4 2025 in Review

Simplicity Wealth sold out of Marathon Digital Holdings (MARA) in Q4 2025, closing a stake of 51,620 shares — an estimated $943K sold.

Simplicity Wealth first reported a position in MARA in Q1 2025 and held it in 2 quarters. The position peaked at $1.18M in Q1 2025. 401 funds tracked by Wall St. Rank hold MARA as of Q4 2025.

  • Simplicity Wealth reported no remaining Marathon Digital Holdings position as of Q4 2025 after selling out during the quarter.
  • Simplicity Wealth sold 51,620 Marathon Digital Holdings shares in Q4 2025, an estimated $943K.
  • Simplicity Wealth first reported a position in Marathon Digital Holdings in Q1 2025 and held it in 2 quarters.
  • Simplicity Wealth's Marathon Digital Holdings position peaked at $1.18M in Q1 2025.
  • 401 funds tracked by Wall St. Rank held Marathon Digital Holdings as of Q4 2025.

Based on Simplicity Wealth's 13F filing for Q4 2025, filed 30 Jan 2026.