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Wealthspire Advisors (New York)’s Marten Transport MRTN Stock Holding History

Wealthspire Advisors (New York)’s Portfolio MRTN Stock Details MRTN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-129
Closed -$1.38K – 2177
2025
Q3 		$1.38K Buy
+129
New +$1.57K ﹤0.01% 2691

Other funds holding MRTN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
NI
Nuance Investments Kansas City, Missouri $588M AUM 6.93% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Wealthspire Advisors (New York) sold out of Marten Transport (MRTN) in Q4 2025, closing a stake of 129 shares — an estimated $1.38K sold.

Wealthspire Advisors (New York) first reported a position in MRTN in Q3 2025 and held it in 1 quarter. The position peaked at $1.38K in Q3 2025. 204 funds tracked by Wall St. Rank hold MRTN as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Marten Transport position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 129 Marten Transport shares in Q4 2025, an estimated $1.38K.
  • Wealthspire Advisors (New York) first reported a position in Marten Transport in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Marten Transport position peaked at $1.38K in Q3 2025.
  • 204 funds tracked by Wall St. Rank held Marten Transport as of Q4 2025.

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