Carson Advisory’s Marriott International MAR Stock Holding History

Carson 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 Q1	$348K	Sell	1,065 -10	-0.9%	-$3.29K	0.18%	118
2025 Q4	$334K	Hold	1,075	–	–	0.17%	121
2025 Q3	$280K	Hold	1,075	–	–	0.15%	134
2025 Q2	$294K	Hold	1,075	–	–	0.19%	121
2025 Q1	$256K	Hold	1,075	–	–	0.17%	131
2024 Q4	$300K	Sell	1,075 -1,572	-59%	-$432K	0.21%	118
2024 Q3	$658K	Sell	2,647 -587	-18%	-$137K	0.41%	71
2024 Q2	$782K	Buy	3,234 +7	+0.2%	+$1.68K	0.55%	55
2024 Q1	$814K	Sell	3,227 -500	-13%	-$121K	0.57%	48
2023 Q4	$840K	Sell	3,727 -638	-15%	-$129K	0.65%	43
2023 Q3	$858K	Hold	4,365	–	–	0.75%	36
2023 Q2	$802K	Hold	4,365	–	–	0.68%	42
2023 Q1	$725K	Buy	4,365 +2,950	+208%	+$491K	0.64%	46
2022 Q4	$211K	Buy	+1,415	New	+$218K	0.2%	122

Other funds holding MAR

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Carson Advisory's MAR Position: Q1 2026 in Review

Carson Advisory reduced its Marriott International (MAR) stake by 0.93% in Q1 2026, selling an estimated $3.29K and leaving 1,065 shares worth $348K. The position accounts for 0.18% of the portfolio, ranked #118.

Carson Advisory first reported a position in MAR in Q4 2022 and has held it in 14 quarters since. The position peaked at $858K in Q3 2023. 1,630 funds tracked by Wall St. Rank hold MAR as of Q1 2026.

Carson Advisory held 1,065 shares of Marriott International worth $348K as of Q1 2026.
Carson Advisory sold 10 Marriott International shares in Q1 2026, an estimated $3.29K.
Marriott International made up 0.18% of Carson Advisory's portfolio in Q1 2026, its #118 holding.
Carson Advisory first reported a position in Marriott International in Q4 2022 and has held it in 14 quarters since.
Carson Advisory's Marriott International position peaked at $858K in Q3 2023.
1,630 funds tracked by Wall St. Rank held Marriott International as of Q1 2026.

Based on Carson Advisory's 13F filing for Q1 2026, filed 7 May 2026.