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 Q2	–	Sell	-15,840	Closed	-$129K	–	568
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Marex Group London $23.6B AUM 57.16% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

United Advisor Group's MARA Position: Q2 2026 in Review

United Advisor Group sold out of Marathon Digital Holdings (MARA) in Q2 2026, closing a stake of 15,840 shares — an estimated $129K sold.

United Advisor Group first reported a position in MARA in Q3 2024 and held it in 5 quarters. The position peaked at $1.43M in Q3 2025. 414 funds tracked by Wall St. Rank hold MARA as of Q2 2026.

United Advisor Group reported no remaining Marathon Digital Holdings position as of Q2 2026 after selling out during the quarter.
United Advisor Group sold 15,840 Marathon Digital Holdings shares in Q2 2026, an estimated $129K.
United Advisor Group first reported a position in Marathon Digital Holdings in Q3 2024 and held it in 5 quarters.
United Advisor Group's Marathon Digital Holdings position peaked at $1.43M in Q3 2025.
414 funds tracked by Wall St. Rank held Marathon Digital Holdings as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.