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Avantax Planning Partners’s Marriott International MAR Stock Holding History

Avantax Planning Partners’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 		$238K Hold
643
– – 0.01% 408
2026
Q1 		$210K Buy
+643
New +$211K 0.01% 407
2021
Q1 		– Sell
-3,063
Closed -$404K – 323
2020
Q4 		$404K Hold
3,063
– – 0.02% 200
2020
Q3 		$284K Hold
3,063
– – 0.02% 233
2020
Q2 		$263K Buy
3,063
+88
+3% +$7.64K 0.01% 228
2020
Q1 		$223K Buy
2,975
+214
+8% +$26.6K 0.02% 243
2019
Q4 		$418K Sell
2,761
-19
-0.7% -$2.55K 0.02% 196
2019
Q3 		$346K Sell
2,780
-3
-0.1% -$398 0.02% 215
2019
Q2 		$393K Sell
2,783
-48
-2% -$6.37K 0.03% 200
2019
Q1 		$354K Buy
2,831
+19
+0.7% +$2.24K 0.02% 211
2018
Q4 		$305K Buy
2,812
+23
+0.8% +$2.64K 0.02% 198
2018
Q3 		$368K Buy
2,789
+40
+1% +$5.1K 0.03% 166
2018
Q2 		$348K Sell
2,749
-104
-4% -$14.1K 0.03% 163
2018
Q1 		$388K Hold
2,853
– – 0.03% 198
2017
Q4 		$387K Buy
2,853
+184
+7% +$22.6K 0.04% 194
2017
Q3 		$294K Hold
2,669
– – 0.02% 274
2017
Q2 		$268K Buy
2,669
+45
+2% +$4.5K 0.02% 271
2017
Q1 		$247K Sell
2,624
-43
-2% -$3.73K 0.02% 269
2016
Q4 		$221K Buy
+2,667
New +$201K 0.02% 281

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

Avantax Planning Partners's MAR Position: Q2 2026 in Review

Avantax Planning Partners held its Marriott International (MAR) position steady in Q2 2026 at 643 shares worth $238K. The position accounts for 0.01% of the portfolio, ranked #408.

Avantax Planning Partners first reported a position in MAR in Q4 2016 and has held it in 19 quarters since. The position peaked at $418K in Q4 2019. 1,737 funds tracked by Wall St. Rank hold MAR as of Q2 2026.

  • Avantax Planning Partners held 643 shares of Marriott International worth $238K as of Q2 2026.
  • Avantax Planning Partners left its Marriott International share count unchanged in Q2 2026.
  • Marriott International made up 0.01% of Avantax Planning Partners's portfolio in Q2 2026, its #408 holding.
  • Avantax Planning Partners first reported a position in Marriott International in Q4 2016 and has held it in 19 quarters since.
  • Avantax Planning Partners's Marriott International position peaked at $418K in Q4 2019.
  • 1,737 funds tracked by Wall St. Rank held Marriott International as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.