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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
2026
Q1 		– Sell
-8,858
Closed -$2.75M – 561
2025
Q4 		$2.75M Buy
8,858
+8,030
+970% +$2.29M 0.17% 129
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Arete Wealth Advisors's MAR Position: Q1 2026 in Review

Arete Wealth Advisors sold out of Marriott International (MAR) in Q1 2026, closing a stake of 8,858 shares — an estimated $2.75M sold.

Arete Wealth Advisors first reported a position in MAR in Q2 2025 and held it in 3 quarters. The position peaked at $2.75M in Q4 2025. 1,630 funds tracked by Wall St. Rank hold MAR as of Q1 2026.

  • Arete Wealth Advisors reported no remaining Marriott International position as of Q1 2026 after selling out during the quarter.
  • Arete Wealth Advisors sold 8,858 Marriott International shares in Q1 2026, an estimated $2.75M.
  • Arete Wealth Advisors first reported a position in Marriott International in Q2 2025 and held it in 3 quarters.
  • Arete Wealth Advisors's Marriott International position peaked at $2.75M in Q4 2025.
  • 1,630 funds tracked by Wall St. Rank held Marriott International as of Q1 2026.

Based on Arete Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.