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Cape Investment Advisory’s Marriott International MAR Stock Holding History

Cape Investment Advisory’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 		$71.2K Buy
+192
New +$70.8K 0.02% 407
2026
Q1 		– Sell
-99
Closed -$30.7K – 783
2025
Q4 		$30.7K Buy
99
+86
+662% +$24.6K 0.01% 520
2025
Q3 		$3.39K Buy
13
+5
+63% +$1.34K ﹤0.01% 594
2025
Q2 		$2.19K Buy
8
+4
+100% +$1K ﹤0.01% 925
2025
Q1 		$953 Sell
4
-1
-20% -$272 ﹤0.01% 977
2024
Q4 		$1.4K Buy
+5
New +$1.37K ﹤0.01% 923

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

Cape Investment Advisory's MAR Position: Q2 2026 in Review

Cape Investment Advisory opened a new position in Marriott International (MAR) in Q2 2026: 192 shares worth $71.2K. The stake represents 0.02% of the portfolio and ranks #407 among its holdings. This is a return to the name: Cape Investment Advisory previously reported a position in MAR as recently as Q4 2025.

Cape Investment Advisory first reported a position in MAR in Q4 2024 and has held it in 6 quarters since. 1,745 funds tracked by Wall St. Rank hold MAR as of Q2 2026.

  • Cape Investment Advisory held 192 shares of Marriott International worth $71.2K as of Q2 2026.
  • Marriott International was a new Cape Investment Advisory position in Q2 2026.
  • Marriott International made up 0.02% of Cape Investment Advisory's portfolio in Q2 2026, its #407 holding.
  • Cape Investment Advisory first reported a position in Marriott International in Q4 2024 and has held it in 6 quarters since.
  • 1,745 funds tracked by Wall St. Rank held Marriott International as of Q2 2026.

Based on Cape Investment Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.