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United Financial Planning Group’s Marathon Digital Holdings MARA Stock Holding History

United Financial Planning 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 		– Sell
-100
Closed -$898 – 547
2025
Q4 		$898 Buy
+100
New +$1.48K ﹤0.01% 371

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 $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
MG
Marex Group London $23.6B AUM 57.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 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

United Financial Planning Group's MARA Position: Q1 2026 in Review

United Financial Planning Group sold out of Marathon Digital Holdings (MARA) in Q1 2026, closing a stake of 100 shares — an estimated $898 sold.

United Financial Planning Group first reported a position in MARA in Q4 2025 and held it in 1 quarter. The position peaked at $898 in Q4 2025. 387 funds tracked by Wall St. Rank hold MARA as of Q1 2026.

  • United Financial Planning Group reported no remaining Marathon Digital Holdings position as of Q1 2026 after selling out during the quarter.
  • United Financial Planning Group sold 100 Marathon Digital Holdings shares in Q1 2026, an estimated $898.
  • United Financial Planning Group first reported a position in Marathon Digital Holdings in Q4 2025 and held it in 1 quarter.
  • United Financial Planning Group's Marathon Digital Holdings position peaked at $898 in Q4 2025.
  • 387 funds tracked by Wall St. Rank held Marathon Digital Holdings as of Q1 2026.

Based on United Financial Planning Group's 13F filing for Q1 2026, filed 8 May 2026.