Amplius Wealth Advisors
MAR icon

Amplius Wealth Advisors’s Marriott International MAR Stock Holding History

Amplius Wealth Advisors’s Portfolio MAR Stock Details MAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$227K Buy
639
+63
+11% +$22.4K 0.02% 202
2026
Q2 		$213K Buy
+576
New +$212K 0.02% 201
2025
Q1 		– Sell
-738
Closed -$206K – 190
2024
Q4 		$206K Buy
+738
New +$203K 0.02% 170
2022
Q1 		– Sell
-601
Closed -$99K – 598
2021
Q4 		$99K Buy
+601
New +$94.5K 0.01% 248

Other funds holding MAR

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $296B AUM 23.14% 1-Year Est. Return

Amplius Wealth Advisors's MAR Position: Q3 2026 in Review

Amplius Wealth Advisors increased its Marriott International (MAR) stake by 11% in Q3 2026, buying an estimated $22.4K and bringing the position to 639 shares worth $227K. The position accounts for 0.02% of the portfolio, ranked #202.

Amplius Wealth Advisors first reported a position in MAR in Q4 2021 and has held it in 4 quarters since. 1,506 funds tracked by Wall St. Rank hold MAR as of Q3 2026.

  • Amplius Wealth Advisors held 639 shares of Marriott International worth $227K as of Q3 2026.
  • Amplius Wealth Advisors bought 63 Marriott International shares in Q3 2026, an estimated $22.4K.
  • Marriott International made up 0.02% of Amplius Wealth Advisors's portfolio in Q3 2026, its #202 holding.
  • Amplius Wealth Advisors first reported a position in Marriott International in Q4 2021 and has held it in 4 quarters since.
  • 1,506 funds tracked by Wall St. Rank held Marriott International as of Q3 2026.

Based on Amplius Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.