Avantax Advisory Services’s Marriott International MAR Stock Holding History

Avantax Advisory Services’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 Q2	$2.74M	Buy	10,027 +1,169	+13%	+$293K	0.02%	657
2025 Q1	$2.11M	Buy	8,858 +580	+7%	+$158K	0.01%	711
2024 Q4	$2.31M	Buy	8,278 +57	+0.7%	+$15.7K	0.01%	654
2024 Q3	$2.04M	Sell	8,221 -1,148	-12%	-$267K	0.01%	685
2024 Q2	$2.27M	Sell	9,369 -2,406	-20%	-$578K	0.02%	613
2024 Q1	$2.97M	Buy	11,775 +3,221	+38%	+$780K	0.03%	433
2023 Q4	$1.93M	Buy	8,554 +1,019	+14%	+$207K	0.02%	510
2023 Q3	$1.48M	Sell	7,535 -6,665	-47%	-$1.32M	0.02%	558
2023 Q2	$2.61M	Sell	14,200 -149	-1%	-$25.8K	0.03%	382
2023 Q1	$2.38M	Buy	14,349 +7,007	+95%	+$1.17M	0.03%	392
2022 Q4	$1.09M	Sell	7,342 -56	-0.8%	-$8.62K	0.01%	616
2022 Q3	$1.04M	Sell	7,398 -281	-4%	-$42.9K	0.02%	555
2022 Q2	$1.04M	Buy	7,679 +759	+11%	+$125K	0.02%	540
2022 Q1	$1.21M	Buy	6,920 +101	+1%	+$16.8K	0.02%	491
2021 Q4	$1.13M	Buy	6,819 +1,018	+18%	+$160K	0.02%	505
2021 Q3	$861K	Buy	5,801 +825	+17%	+$115K	0.01%	536
2021 Q2	$677K	Buy	4,976 +175	+4%	+$25.2K	0.01%	585
2021 Q1	$712K	Buy	4,801 +1,045	+28%	+$143K	0.02%	511
2020 Q4	$494K	Sell	3,756 -5,184	-58%	-$592K	0.01%	561
2020 Q3	$824K	Buy	8,940 +5,659	+172%	+$534K	0.01%	597
2020 Q2	$284K	Buy	+3,281	New	+$285K	0.01%	661
2020 Q1	–	Sell	-1,386	Closed	-$210K	–	854
2019 Q4	$210K	Buy	+1,386	New	+$186K	﹤0.01%	767
2019 Q3	–	Sell	-1,472	Closed	-$206K	–	586
2019 Q2	$206K	Buy	+1,472	New	+$195K	0.01%	484

Other funds holding MAR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Avantax Advisory Services's MAR Position: Q2 2025 in Review

Avantax Advisory Services increased its Marriott International (MAR) stake by 13% in Q2 2025, buying an estimated $293K and bringing the position to 10,027 shares worth $2.74M. The position accounts for 0.02% of the portfolio, ranked #657.

Avantax Advisory Services first reported a position in MAR in Q2 2019 and has held it in 23 quarters since. The position peaked at $2.97M in Q1 2024. 1,477 funds tracked by Wall St. Rank hold MAR as of Q2 2025.

Avantax Advisory Services held 10,027 shares of Marriott International worth $2.74M as of Q2 2025.
Avantax Advisory Services bought 1,169 Marriott International shares in Q2 2025, an estimated $293K.
Marriott International made up 0.02% of Avantax Advisory Services's portfolio in Q2 2025, its #657 holding.
Avantax Advisory Services first reported a position in Marriott International in Q2 2019 and has held it in 23 quarters since.
Avantax Advisory Services's Marriott International position peaked at $2.97M in Q1 2024.
1,477 funds tracked by Wall St. Rank held Marriott International as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.