United Advisor Group’s Marathon Digital Holdings MARA Stock Holding History

United Advisor Group’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	$129K	Buy	15,840 +1,475	+10%	+$13.3K	0.02%	496
2025 Q4	$129K	Sell	14,365 -64,000	-82%	-$944K	0.02%	471
2025 Q3	$1.43M	Buy	+78,365	New	+$1.32M	0.19%	123
2025 Q1	–	Sell	-51,007	Closed	-$855K	–	373
2024 Q4	$855K	Buy	51,007 +20,007	+65%	+$405K	0.17%	137
2024 Q3	$503K	Buy	+31,000	New	+$562K	0.11%	189

Other funds holding MARA

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Marex Group London $15.8B AUM 31.44% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

United Advisor Group's MARA Position: Q1 2026 in Review

United Advisor Group increased its Marathon Digital Holdings (MARA) stake by 10% in Q1 2026, buying an estimated $13.3K and bringing the position to 15,840 shares worth $129K. The position accounts for 0.02% of the portfolio, ranked #496.

United Advisor Group first reported a position in MARA in Q3 2024 and has held it in 5 quarters since. The position peaked at $1.43M in Q3 2025. 386 funds tracked by Wall St. Rank hold MARA as of Q1 2026.

United Advisor Group held 15,840 shares of Marathon Digital Holdings worth $129K as of Q1 2026.
United Advisor Group bought 1,475 Marathon Digital Holdings shares in Q1 2026, an estimated $13.3K.
Marathon Digital Holdings made up 0.02% of United Advisor Group's portfolio in Q1 2026, its #496 holding.
United Advisor Group first reported a position in Marathon Digital Holdings in Q3 2024 and has held it in 5 quarters since.
United Advisor Group's Marathon Digital Holdings position peaked at $1.43M in Q3 2025.
386 funds tracked by Wall St. Rank held Marathon Digital Holdings as of Q1 2026.

Based on United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.