Wealthspire Advisors (New York)’s Marathon Digital Holdings MARA Stock Holding History

Wealthspire Advisors (New York)’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	-1,520	Closed	-$27.8K	–	2117
2025 Q3	$27.8K	Buy	+1,520	New	+$25.6K	﹤0.01%	1502

Other funds holding MARA

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Wealthspire Advisors (New York)'s MARA Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Marathon Digital Holdings (MARA) in Q4 2025, closing a stake of 1,520 shares — an estimated $27.8K sold.

Wealthspire Advisors (New York) first reported a position in MARA in Q3 2025 and held it in 1 quarter. The position peaked at $27.8K in Q3 2025. 401 funds tracked by Wall St. Rank hold MARA as of Q4 2025.

Wealthspire Advisors (New York) reported no remaining Marathon Digital Holdings position as of Q4 2025 after selling out during the quarter.
Wealthspire Advisors (New York) sold 1,520 Marathon Digital Holdings shares in Q4 2025, an estimated $27.8K.
Wealthspire Advisors (New York) first reported a position in Marathon Digital Holdings in Q3 2025 and held it in 1 quarter.
Wealthspire Advisors (New York)'s Marathon Digital Holdings position peaked at $27.8K in Q3 2025.
401 funds tracked by Wall St. Rank held Marathon Digital Holdings as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.