Consilium Wealth Advisory’s Marriott International MAR Stock Holding History

Consilium Wealth Advisory’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 Q3	$435K	Buy	1,222 +1	+0.1%	+$356	0.13%	79
2026 Q2	$453K	Hold	1,221	–	–	0.13%	77
2026 Q1	$399K	Hold	1,221	–	–	0.14%	81
2025 Q4	$379K	Buy	1,221 +1	+0.1%	+$286	0.14%	75
2025 Q3	$318K	Hold	1,220	–	–	0.12%	79
2025 Q2	$333K	Hold	1,220	–	–	0.14%	77
2025 Q1	$291K	Buy	1,220 +20	+2%	+$5.44K	0.15%	76
2024 Q4	$335K	Hold	1,200	–	–	0.16%	72
2024 Q3	$298K	Sell	1,200 -11	-0.9%	-$2.56K	0.16%	72
2024 Q2	$293K	Hold	1,211	–	–	0.16%	75
2024 Q1	$306K	Hold	1,211	–	–	0.17%	73
2023 Q4	$273K	Hold	1,211	–	–	0.16%	75
2023 Q3	$238K	Hold	1,211	–	–	0.17%	76
2023 Q2	$222K	Sell	1,211 -18	-1%	-$3.12K	0.15%	78
2023 Q1	$204K	Sell	1,229 -850	-41%	-$142K	0.17%	74
2022 Q4	$310K	Hold	2,079	–	–	0.26%	64
2022 Q3	$291K	Sell	2,079 -43	-2%	-$6.57K	0.32%	57
2022 Q2	$289K	Hold	2,122	–	–	0.31%	63
2022 Q1	$373K	Sell	2,122 -3	-0.1%	-$499	0.27%	64
2021 Q4	$351K	Buy	+2,125	New	+$334K	0.23%	72

Other funds holding MAR

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $106B AUM 32.76% 1-Year Est. Return

Citigroup New York $308B AUM 40.94% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Consilium Wealth Advisory's MAR Position: Q3 2026 in Review

Consilium Wealth Advisory increased its Marriott International (MAR) stake by 0.08% in Q3 2026, buying an estimated $356 and bringing the position to 1,222 shares worth $435K. The position accounts for 0.13% of the portfolio, ranked #79.

Consilium Wealth Advisory first reported a position in MAR in Q4 2021 and has held it in 20 quarters since. The position peaked at $453K in Q2 2026. 832 funds tracked by Wall St. Rank hold MAR as of Q3 2026.

Consilium Wealth Advisory held 1,222 shares of Marriott International worth $435K as of Q3 2026.
Consilium Wealth Advisory bought 1 Marriott International share in Q3 2026, an estimated $356.
Marriott International made up 0.13% of Consilium Wealth Advisory's portfolio in Q3 2026, its #79 holding.
Consilium Wealth Advisory first reported a position in Marriott International in Q4 2021 and has held it in 20 quarters since.
Consilium Wealth Advisory's Marriott International position peaked at $453K in Q2 2026.
832 funds tracked by Wall St. Rank held Marriott International as of Q3 2026.

Based on Consilium Wealth Advisory's 13F filing for Q3 2026, filed 14 Oct 2026.