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Concurrent Investment Advisors’s Marriott International MAR Stock Holding History

Concurrent Investment Advisors’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 		$4.76M Buy
14,556
+2,579
+22% +$848K 0.05% 367
2025
Q4 		$3.72M Buy
11,977
+3,688
+44% +$1.05M 0.04% 403
2025
Q3 		$2.16M Buy
8,289
+210
+3% +$56.4K 0.04% 443
2025
Q2 		$2.21M Buy
8,079
+593
+8% +$149K 0.04% 405
2025
Q1 		$1.78M Buy
7,486
+796
+12% +$216K 0.04% 390
2024
Q4 		$1.87M Sell
6,690
-222
-3% -$61K 0.05% 341
2024
Q3 		$1.72M Sell
6,912
-224
-3% -$52.2K 0.05% 353
2024
Q2 		$1.73M Buy
7,136
+850
+14% +$204K 0.06% 310
2024
Q1 		$1.59M Sell
6,286
-57
-0.9% -$13.8K 0.06% 282
2023
Q4 		$1.43M Buy
+6,343
New +$1.29M 0.07% 276

Other funds holding MAR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Concurrent Investment Advisors's MAR Position: Q1 2026 in Review

Concurrent Investment Advisors increased its Marriott International (MAR) stake by 22% in Q1 2026, buying an estimated $848K and bringing the position to 14,556 shares worth $4.76M. The position accounts for 0.05% of the portfolio, ranked #367.

Concurrent Investment Advisors first reported a position in MAR in Q4 2023 and has held it in 10 quarters since. 1,630 funds tracked by Wall St. Rank hold MAR as of Q1 2026.

  • Concurrent Investment Advisors held 14,556 shares of Marriott International worth $4.76M as of Q1 2026.
  • Concurrent Investment Advisors bought 2,579 Marriott International shares in Q1 2026, an estimated $848K.
  • Marriott International made up 0.05% of Concurrent Investment Advisors's portfolio in Q1 2026, its #367 holding.
  • Concurrent Investment Advisors first reported a position in Marriott International in Q4 2023 and has held it in 10 quarters since.
  • 1,630 funds tracked by Wall St. Rank held Marriott International as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.