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CPG
Cornerstone Planning Group’s
Marriott International
MAR
Stock Holding History
Cornerstone Planning Group’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
Q1
$55.2K
Buy
156
+75
+93%
+$24.7K
0.01%
372
2025
Q4
$25.2K
Buy
81
+16
+25%
+$4.57K
﹤0.01%
528
2025
Q3
$17K
Buy
65
+1
+2%
+$269
﹤0.01%
635
2025
Q2
$16.5K
Buy
64
+7
+12%
+$1.76K
﹤0.01%
453
2025
Q1
$13K
Buy
57
+14
+33%
+$3.81K
﹤0.01%
501
2024
Q4
$12.5K
Buy
43
+3
+8%
+$824
﹤0.01%
382
2024
Q3
$10.7K
Sell
40
-3
-7%
-$699
﹤0.01%
405
2024
Q2
$8.94K
Buy
43
+6
+16%
+$1.44K
﹤0.01%
463
2024
Q1
$8.51K
Sell
37
-13
-26%
-$3.15K
﹤0.01%
437
2023
Q4
$11.3K
Sell
50
-5
-9%
-$1.01K
﹤0.01%
408
2023
Q3
$10.8K
Sell
55
-42
-43%
-$8.34K
﹤0.01%
408
2023
Q2
$17.9K
Buy
+97
New
+$16.8K
0.01%
457
2022
Q4
$33.4K
Buy
+207
New
+$31.9K
0.01%
331
Other funds holding MAR
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New York
$5.7T AUM
30.48%
1-Year Est. Return
VCM
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Malvern, Pennsylvania
$4.04T AUM
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Massachusetts Financial Services
Boston, Massachusetts
$298B AUM
21.96%
1-Year Est. Return
Invesco
Atlanta, Georgia
$653B AUM
32.41%
1-Year Est. Return
VPM
Vanguard Portfolio Management
Malvern, Pennsylvania
$1.91T AUM
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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