Concord Wealth Partners’s Marriott International MAR Stock Holding History

Concord Wealth 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	$419K	Hold	1,131	–	–	0.05%	160
2026 Q1	$370K	Hold	1,131	–	–	0.05%	156
2025 Q4	$351K	Hold	1,131	–	–	0.05%	157
2025 Q3	$295K	Hold	1,131	–	–	0.04%	165
2025 Q2	$309K	Hold	1,131	–	–	0.05%	170
2025 Q1	$269K	Hold	1,131	–	–	0.04%	170
2024 Q4	$315K	Hold	1,131	–	–	0.05%	169
2024 Q3	$281K	Hold	1,131	–	–	0.05%	176
2024 Q2	$273K	Hold	1,131	–	–	0.05%	170
2024 Q1	$285K	Hold	1,131	–	–	0.05%	175
2023 Q4	$255K	Hold	1,131	–	–	0.05%	172
2023 Q3	$222K	Hold	1,131	–	–	0.05%	188
2023 Q2	$208K	Hold	1,131	–	–	0.04%	192
2023 Q1	$188K	Sell	1,131 -100	-8%	-$16.7K	0.05%	172
2022 Q4	$183K	Buy	+1,231	New	+$190K	0.06%	169
2022 Q3	–	Sell	-1,231	Closed	-$167K	–	717
2022 Q2	$167K	Hold	1,231	–	–	0.05%	181
2022 Q1	$216K	Sell	1,231 -32	-3%	-$5.32K	0.06%	169
2021 Q4	$209K	Buy	1,263 +132	+12%	+$20.8K	0.05%	180
2021 Q3	$167K	Hold	1,131	–	–	0.07%	101
2021 Q2	$154K	Hold	1,131	–	–	0.04%	168
2021 Q1	$168K	Hold	1,131	–	–	0.06%	148
2020 Q4	$149K	Buy	+1,131	New	+$129K	0.11%	95

Other funds holding MAR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Concord Wealth Partners's MAR Position: Q2 2026 in Review

Concord Wealth Partners held its Marriott International (MAR) position steady in Q2 2026 at 1,131 shares worth $419K. The position accounts for 0.05% of the portfolio, ranked #160.

Concord Wealth Partners first reported a position in MAR in Q4 2020 and has held it in 22 quarters since. 1,745 funds tracked by Wall St. Rank hold MAR as of Q2 2026.

Concord Wealth Partners held 1,131 shares of Marriott International worth $419K as of Q2 2026.
Concord Wealth Partners left its Marriott International share count unchanged in Q2 2026.
Marriott International made up 0.05% of Concord Wealth Partners's portfolio in Q2 2026, its #160 holding.
Concord Wealth Partners first reported a position in Marriott International in Q4 2020 and has held it in 22 quarters since.
1,745 funds tracked by Wall St. Rank held Marriott International as of Q2 2026.

Based on Concord Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.