AWA
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Arete Wealth Advisors’s Marriott International MAR Stock Holding History

Arete 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
2025
Q4 		– Sell
-828
Closed -$216K – 589
2025
Q3 		$216K Buy
828
+19
+2% +$5.1K 0.01% 704
2025
Q2 		$221K Buy
+809
New +$203K 0.02% 666

Other funds holding MAR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Arete Wealth Advisors's MAR Position: Q4 2025 in Review

Arete Wealth Advisors sold out of Marriott International (MAR) in Q4 2025, closing a stake of 828 shares — an estimated $216K sold.

Arete Wealth Advisors first reported a position in MAR in Q2 2025 and held it in 2 quarters. The position peaked at $221K in Q2 2025. 1,570 funds tracked by Wall St. Rank hold MAR as of Q4 2025.

  • Arete Wealth Advisors reported no remaining Marriott International position as of Q4 2025 after selling out during the quarter.
  • Arete Wealth Advisors sold 828 Marriott International shares in Q4 2025, an estimated $216K.
  • Arete Wealth Advisors first reported a position in Marriott International in Q2 2025 and held it in 2 quarters.
  • Arete Wealth Advisors's Marriott International position peaked at $221K in Q2 2025.
  • 1,570 funds tracked by Wall St. Rank held Marriott International as of Q4 2025.

Based on Arete Wealth Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.