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Asset Planning Inc’s Marriott International MAR Stock Holding History

Asset Planning Inc’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
Q2 		$561K Sell
1,515
-255
-14% -$94K 0.36% 45
2026
Q1 		$579K Hold
1,770
– – 0.41% 43
2025
Q4 		$549K Hold
1,770
– – 0.39% 41
2025
Q3 		$461K Hold
1,770
– – 0.33% 49
2025
Q2 		$484K Hold
1,770
– – 0.36% 44
2025
Q1 		$422K Hold
1,770
– – 0.33% 48
2024
Q4 		$494K Buy
+1,770
New +$486K 0.38% 47

Other funds holding MAR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Asset Planning Inc's MAR Position: Q2 2026 in Review

Asset Planning Inc reduced its Marriott International (MAR) stake by 14% in Q2 2026, selling an estimated $94K and leaving 1,515 shares worth $561K. The position accounts for 0.36% of the portfolio, ranked #45.

Asset Planning Inc first reported a position in MAR in Q4 2024 and has held it in 7 quarters since. The position peaked at $579K in Q1 2026. 1,745 funds tracked by Wall St. Rank hold MAR as of Q2 2026.

  • Asset Planning Inc held 1,515 shares of Marriott International worth $561K as of Q2 2026.
  • Asset Planning Inc sold 255 Marriott International shares in Q2 2026, an estimated $94K.
  • Marriott International made up 0.36% of Asset Planning Inc's portfolio in Q2 2026, its #45 holding.
  • Asset Planning Inc first reported a position in Marriott International in Q4 2024 and has held it in 7 quarters since.
  • Asset Planning Inc's Marriott International position peaked at $579K in Q1 2026.
  • 1,745 funds tracked by Wall St. Rank held Marriott International as of Q2 2026.

Based on Asset Planning Inc's 13F filing for Q2 2026, filed 27 Jul 2026.