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Balanced Wealth Group’s Marriott International MAR Stock Holding History

Balanced Wealth Group’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 		$1.2M Sell
3,236
-50
-2% -$18.4K 0.38% 33
2026
Q1 		$1.07M Sell
3,286
-118
-3% -$38.8K 0.38% 28
2025
Q4 		$891K Hold
3,404
– – 0.33% 32
2025
Q3 		$946K Hold
3,404
– – 0.42% 28
2025
Q2 		$898K Sell
3,404
-119
-3% -$29.8K 0.39% 29
2025
Q1 		$839K Hold
3,523
– – 0.41% 29
2024
Q4 		$1.02M Sell
3,523
-36
-1% -$9.88K 0.46% 28
2024
Q3 		$885K Hold
3,559
– – 0.39% 30
2024
Q2 		$852K Hold
3,559
– – 0.39% 30
2024
Q1 		$845K Buy
3,559
+7
+0.2% +$1.7K 0.38% 31
2023
Q4 		$801K Buy
+3,552
New +$720K 0.42% 32

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

Balanced Wealth Group's MAR Position: Q2 2026 in Review

Balanced Wealth Group reduced its Marriott International (MAR) stake by 1.5% in Q2 2026, selling an estimated $18.4K and leaving 3,236 shares worth $1.2M. The position accounts for 0.38% of the portfolio, ranked #33.

Balanced Wealth Group first reported a position in MAR in Q4 2023 and has held it in 11 quarters since. 1,749 funds tracked by Wall St. Rank hold MAR as of Q2 2026.

  • Balanced Wealth Group held 3,236 shares of Marriott International worth $1.2M as of Q2 2026.
  • Balanced Wealth Group sold 50 Marriott International shares in Q2 2026, an estimated $18.4K.
  • Marriott International made up 0.38% of Balanced Wealth Group's portfolio in Q2 2026, its #33 holding.
  • Balanced Wealth Group first reported a position in Marriott International in Q4 2023 and has held it in 11 quarters since.
  • 1,749 funds tracked by Wall St. Rank held Marriott International as of Q2 2026.

Based on Balanced Wealth Group's 13F filing for Q2 2026, filed 10 Aug 2026.