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Congress Wealth Management’s Marriott International MAR Stock Holding History

Congress Wealth Management’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
2025
Q2 		$2.1M Buy
7,680
+1,122
+17% +$281K 0.02% 546
2025
Q1 		$1.56M Buy
6,558
+906
+16% +$246K 0.02% 547
2024
Q4 		$1.58M Buy
5,652
+839
+17% +$230K 0.02% 445
2024
Q3 		$1.2M Buy
4,813
+505
+12% +$118K 0.02% 493
2024
Q2 		$1.04M Sell
4,308
-176
-4% -$42.2K 0.02% 419
2024
Q1 		$1.13M Sell
4,484
-96
-2% -$23.2K 0.02% 364
2023
Q4 		$1.03M Buy
4,580
+117
+3% +$23.7K 0.02% 388
2023
Q3 		$877K Sell
4,463
-117
-3% -$23.2K 0.02% 392
2023
Q2 		$841K Buy
4,580
+12
+0.3% +$2.08K 0.02% 356
2023
Q1 		$759K Buy
4,568
+23
+0.5% +$3.83K 0.02% 374
2022
Q4 		$677K Hold
4,545
– – 0.02% 377
2022
Q3 		$637K Sell
4,545
-122
-3% -$18.6K 0.02% 380
2022
Q2 		$635K Sell
4,667
-3
-0.1% -$496 0.02% 377
2022
Q1 		$821K Sell
4,670
-7
-0.1% -$1.16K 0.02% 382
2021
Q4 		$773K Buy
+4,677
New +$736K 0.02% 403

Other funds holding MAR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Congress Wealth Management's MAR Position: Q2 2025 in Review

Congress Wealth Management increased its Marriott International (MAR) stake by 17% in Q2 2025, buying an estimated $281K and bringing the position to 7,680 shares worth $2.1M. The position accounts for 0.02% of the portfolio, ranked #546.

Congress Wealth Management first reported a position in MAR in Q4 2021 and has held it in 15 quarters since. 1,479 funds tracked by Wall St. Rank hold MAR as of Q2 2025.

  • Congress Wealth Management held 7,680 shares of Marriott International worth $2.1M as of Q2 2025.
  • Congress Wealth Management bought 1,122 Marriott International shares in Q2 2025, an estimated $281K.
  • Marriott International made up 0.02% of Congress Wealth Management's portfolio in Q2 2025, its #546 holding.
  • Congress Wealth Management first reported a position in Marriott International in Q4 2021 and has held it in 15 quarters since.
  • 1,479 funds tracked by Wall St. Rank held Marriott International as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.