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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
Q2 		$6.05M Buy
16,314
+1,758
+12% +$648K 0.05% 387
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 $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 $3.38T AUM 44.17% 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

Concurrent Investment Advisors's MAR Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Marriott International (MAR) stake by 12% in Q2 2026, buying an estimated $648K and bringing the position to 16,314 shares worth $6.05M. The position accounts for 0.05% of the portfolio, ranked #387.

Concurrent Investment Advisors first reported a position in MAR in Q4 2023 and has held it in 11 quarters since. 1,755 funds tracked by Wall St. Rank hold MAR as of Q2 2026.

  • Concurrent Investment Advisors held 16,314 shares of Marriott International worth $6.05M as of Q2 2026.
  • Concurrent Investment Advisors bought 1,758 Marriott International shares in Q2 2026, an estimated $648K.
  • Marriott International made up 0.05% of Concurrent Investment Advisors's portfolio in Q2 2026, its #387 holding.
  • Concurrent Investment Advisors first reported a position in Marriott International in Q4 2023 and has held it in 11 quarters since.
  • 1,755 funds tracked by Wall St. Rank held Marriott International as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.