Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s Marathon Digital Holdings MARA Stock Holding History

Wealth Enhancement Advisory Services’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 		$495K Buy
39,275
+8,311
+27% +$104K ﹤0.01% 2698
2026
Q1 		$270K Buy
30,964
+2,190
+8% +$19.8K ﹤0.01% 2873
2025
Q4 		$297K Buy
28,774
+4,017
+16% +$59.3K ﹤0.01% 2931
2025
Q3 		$501K Sell
24,757
-37,123
-60% -$626K ﹤0.01% 2372
2025
Q2 		$1.09M Sell
61,880
-2,598
-4% -$37.2K ﹤0.01% 1699
2025
Q1 		$742K Sell
64,478
-3,487
-5% -$55.5K ﹤0.01% 1781
2024
Q4 		$1.14M Buy
67,965
+11,663
+21% +$236K ﹤0.01% 1466
2024
Q3 		$913K Buy
56,302
+3,691
+7% +$66.9K ﹤0.01% 1458
2024
Q2 		$1.04M Sell
52,611
-13
-0% -$247 ﹤0.01% 1261
2024
Q1 		$1.19M Buy
52,624
+25,705
+95% +$562K ﹤0.01% 1159
2023
Q4 		$632K Buy
26,919
+14,667
+120% +$185K ﹤0.01% 1378
2023
Q3 		$104K Buy
+12,252
New +$164K ﹤0.01% 2094

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 $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
MG
Marex Group London $23.6B AUM 57.16% 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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wealth Enhancement Advisory Services's MARA Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Marathon Digital Holdings (MARA) stake by 27% in Q2 2026, buying an estimated $104K and bringing the position to 39,275 shares worth $495K. The position accounts for ﹤0.01% of the portfolio, ranked #2698.

Wealth Enhancement Advisory Services first reported a position in MARA in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.19M in Q1 2024. 413 funds tracked by Wall St. Rank hold MARA as of Q2 2026.

  • Wealth Enhancement Advisory Services held 39,275 shares of Marathon Digital Holdings worth $495K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 8,311 Marathon Digital Holdings shares in Q2 2026, an estimated $104K.
  • Marathon Digital Holdings made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2698 holding.
  • Wealth Enhancement Advisory Services first reported a position in Marathon Digital Holdings in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's Marathon Digital Holdings position peaked at $1.19M in Q1 2024.
  • 413 funds tracked by Wall St. Rank held Marathon Digital Holdings as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.