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Confluence Wealth Services’s Marriott International MAR Stock Holding History

Confluence Wealth Services’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 		$918K Buy
2,479
+64
+3% +$23.6K 0.03% 242
2026
Q1 		$790K Buy
2,415
+471
+24% +$155K 0.03% 220
2025
Q4 		$603K Buy
1,944
+179
+10% +$51.1K 0.03% 242
2025
Q3 		$459K Hold
1,765
– – 0.02% 257
2025
Q2 		$482K Hold
1,765
– – 0.03% 249
2025
Q1 		$405K Hold
1,765
– – 0.03% 259
2024
Q4 		$503K Buy
1,765
+57
+3% +$15.7K 0.03% 219
2024
Q3 		$424K Sell
1,708
-15
-0.9% -$3.49K 0.03% 241
2024
Q2 		$417K Sell
1,723
-12
-0.7% -$2.88K 0.03% 248
2024
Q1 		$438K Buy
1,735
+29
+2% +$7.02K 0.04% 221
2023
Q4 		$385K Hold
1,706
– – 0.04% 211
2023
Q3 		$335K Hold
1,706
– – 0.07% 200
2023
Q2 		$313K Buy
1,706
+5
+0.3% +$867 0.07% 206
2023
Q1 		$282K Buy
1,701
+20
+1% +$3.33K 0.07% 203
2022
Q4 		$250K Hold
1,681
– – 0.07% 201
2022
Q3 		$235K Sell
1,681
-17
-1% -$2.6K 0.1% 198
2022
Q2 		$273K Sell
1,698
-60
-3% -$9.91K 0.12% 209
2022
Q1 		$308K Sell
1,758
-5
-0.3% -$831 0.11% 189
2021
Q4 		$291K Buy
+1,763
New +$277K 0.09% 188

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 $3.37T AUM 44.26% 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

Confluence Wealth Services's MAR Position: Q2 2026 in Review

Confluence Wealth Services increased its Marriott International (MAR) stake by 2.7% in Q2 2026, buying an estimated $23.6K and bringing the position to 2,479 shares worth $918K. The position accounts for 0.03% of the portfolio, ranked #242.

Confluence Wealth Services first reported a position in MAR in Q4 2021 and has held it in 19 quarters since. 1,745 funds tracked by Wall St. Rank hold MAR as of Q2 2026.

  • Confluence Wealth Services held 2,479 shares of Marriott International worth $918K as of Q2 2026.
  • Confluence Wealth Services bought 64 Marriott International shares in Q2 2026, an estimated $23.6K.
  • Marriott International made up 0.03% of Confluence Wealth Services's portfolio in Q2 2026, its #242 holding.
  • Confluence Wealth Services first reported a position in Marriott International in Q4 2021 and has held it in 19 quarters since.
  • 1,745 funds tracked by Wall St. Rank held Marriott International as of Q2 2026.

Based on Confluence Wealth Services's 13F filing for Q2 2026, filed 22 Jul 2026.