Milestone Asset Management Group, LLC MARA — MARA HOLDINGS INC

Ownership history in Milestone Asset Management Group, LLC  ·  7 quarters on record

AI Ownership Summary

Milestone Asset Management Group, LLC reported MARA HOLDINGS INC (MARA) in 7 quarterly 13F filings from 2024 Q4 through 2026 Q2. Peak portfolio weight reached 0.38% in 2024 Q4. The latest visible filing shows MARA at 0.20% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this MARA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Milestone Asset Management Group, LLC's position in MARA HOLDINGS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

MARA was reported at 0.20% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.38% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

MARA stock page Milestone Asset Management Group, LLC fund profile Milestone Asset Management Group, LLC full holdings
How Milestone Asset Management Group, LLC held MARA — position size vs. price
% of Fund (quarterly)    MARA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 29,276 +86 +0.3% 0.20% $407K 2026-07-30 $11.82
2026 Q1 ADDED — — — 29,190 +32 +0.1% 0.14% $238K 2026-05-15 $12.44
2025 Q4 ADDED — — — 29,158 +4,567 +18.6% 0.15% $262K 2026-02-03 $9.05
2025 Q3 REDUCED 12.2% -48.0% ✅ 24,591 -3,419 -12.2% 0.28% $449K 2025-10-22 $19.15
2025 Q2 ADDED — — — 28,010 +2,350 +9.2% 0.33% $439K 2025-08-01 $15.50
2025 Q1 ADDED — — — 25,660 +53 +0.2% 0.27% $295K 2025-05-06 $13.15
2024 Q4 INITIATED — — — 25,607 — — 0.38% $429K 2025-03-27 $13.64

🏢 Other funds also holding MARA

As of 2026 Q2 — sorted by position size

Sara-Bay Financial 3Y 0.4% Paradiem, LLC 3Y 0.24% MOODY NATIONAL BANK TRUST DIVISION 3Y 7Y 0.15% Generali Investments CEE, investicni spolecnost, a.s. 0.12% EXCHANGE TRADED CONCEPTS, LLC 3Y 0.1% AM INVESTMENT STRATEGIES LLC 3Y 0.09% TOBAM 3Y 7Y 0.07% Generali Asset Management SPA SGR 0.06% Phraction Management LLC 3Y 0.06% Y-Intercept (Hong Kong) Ltd 3Y 0.05%

FAQ About Milestone Asset Management Group, LLC and MARA

These are the practical questions this page is built to answer before you even open the full history table.

How long has Milestone Asset Management Group, LLC reported owning MARA?

Milestone Asset Management Group, LLC reported MARA across 7 quarterly 13F filings, from 2024 Q4 through 2026 Q2.

What was the largest reported MARA position in Milestone Asset Management Group, LLC's portfolio?

The largest reported portfolio weight for MARA was 0.38% in 2024 Q4.

What is the latest reported MARA position on this page?

The most recent filing on this page is 2026 Q2, when Milestone Asset Management Group, LLC reported 29,276 shares, equal to 0.20% of portfolio, with an estimated market value of $407K.

What does the chart on this MARA ownership page compare?

The chart compares Milestone Asset Management Group, LLC's quarterly MARA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Milestone Asset Management Group, LLC time their MARA position?

Based on 13F filing dates vs. subsequent MARA price moves, Milestone Asset Management Group, LLC correctly timed 4 out of 6 reported position changes (67%). The annualised alpha on MARA relative to SPY over the holding period was -27.2%.

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