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Concurrent Investment Advisors’s Marriott Vacations Worldwide VAC Stock Holding History

Concurrent Investment Advisors’s Portfolio VAC Stock Details VAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$575K Buy
5,640
+829
+17% +$66.4K ﹤0.01% 1323
2026
Q1 		$313K Buy
4,811
+589
+14% +$36.5K ﹤0.01% 1473
2025
Q4 		$244K Buy
+4,222
New +$250K ﹤0.01% 1519

Other funds holding VAC

PCM
Penn Capital Management Philadelphia, Pennsylvania $1.58B AUM 81.2% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
RFG
Range Financial Group Tigard, Oregon $366M AUM 76.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
SJL
Shayne & Jacobs LLC Nashville, Tennessee $337M AUM 19.04% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $559M AUM 21.55% 1-Year Est. Return
CWA
Carolina Wealth Advisors Myrtle Beach, South Carolina $255M AUM 17.72% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

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

Concurrent Investment Advisors increased its Marriott Vacations Worldwide (VAC) stake by 17% in Q2 2026, buying an estimated $66.4K and bringing the position to 5,640 shares worth $575K. The position accounts for ﹤0.01% of the portfolio, ranked #1323.

Concurrent Investment Advisors first reported a position in VAC in Q4 2025 and has held it in 3 quarters since. 132 funds tracked by Wall St. Rank hold VAC as of Q2 2026.

  • Concurrent Investment Advisors held 5,640 shares of Marriott Vacations Worldwide worth $575K as of Q2 2026.
  • Concurrent Investment Advisors bought 829 Marriott Vacations Worldwide shares in Q2 2026, an estimated $66.4K.
  • Marriott Vacations Worldwide made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1323 holding.
  • Concurrent Investment Advisors first reported a position in Marriott Vacations Worldwide in Q4 2025 and has held it in 3 quarters since.
  • 132 funds tracked by Wall St. Rank held Marriott Vacations Worldwide as of Q2 2026.

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