Creative Planning’s Marriott International MAR Stock Holding History

Creative Planning’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
2021 Q2	–	Sell	-1,600	Closed	-$73K	–	2370
2021 Q1	$73K	Buy	1,600 +400	+33%	+$54.6K	﹤0.01%	2301
2020 Q4	$54K	Buy	+1,200	New	+$137K	﹤0.01%	2094
2017 Q3	–	Sell	-900	Closed	-$12K	–	2939
2017 Q2	$12K	Buy	+900	New	+$90.1K	﹤0.01%	3518
2017 Q1	–	Sell	-1,200	Closed	-$15K	–	4806
2016 Q4	$15K	Buy	1,200 +200	+20%	+$15.1K	﹤0.01%	3270
2016 Q3	$1K	Buy	+1,000	New	+$70.5K	﹤0.01%	4405
2015 Q2	–	Sell	-900	Closed	-$3K	–	2193
2015 Q1	$3K	Buy	+900	New	+$71.7K	﹤0.01%	3752

Other funds holding MAR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Creative Planning's MAR Position: Q2 2026 in Review

Creative Planning reduced its Marriott International (MAR) stake by 4.1% in Q2 2026, selling an estimated $2.68M and leaving 167,931 shares worth $62.2M. The position accounts for 0.04% of the portfolio, ranked #205.

Creative Planning first reported a position in MAR in Q2 2013 and has held it in 53 quarters since. 1,755 funds tracked by Wall St. Rank hold MAR as of Q2 2026.

Creative Planning held 167,931 shares of Marriott International worth $62.2M as of Q2 2026.
Creative Planning sold 7,270 Marriott International shares in Q2 2026, an estimated $2.68M.
Marriott International made up 0.04% of Creative Planning's portfolio in Q2 2026, its #205 holding.
Creative Planning first reported a position in Marriott International in Q2 2013 and has held it in 53 quarters since.
1,755 funds tracked by Wall St. Rank held Marriott International as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.