CFA
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CWS Financial Advisors’s Marriott International MAR Stock Holding History

CWS Financial Advisors’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 		$365K Buy
+985
New +$363K 0.08% 116
2023
Q4 		– Sell
-403
Closed -$79.2K – 162
2023
Q3 		$79.2K Buy
+403
New +$80.1K 0.03% 149

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

CWS Financial Advisors's MAR Position: Q2 2026 in Review

CWS Financial Advisors opened a new position in Marriott International (MAR) in Q2 2026: 985 shares worth $365K. The stake represents 0.08% of the portfolio and ranks #116 among its holdings. This is a return to the name: CWS Financial Advisors previously reported a position in MAR as recently as Q3 2023.

CWS Financial Advisors first reported a position in MAR in Q3 2023 and has held it in 2 quarters since. 1,752 funds tracked by Wall St. Rank hold MAR as of Q2 2026.

  • CWS Financial Advisors held 985 shares of Marriott International worth $365K as of Q2 2026.
  • Marriott International was a new CWS Financial Advisors position in Q2 2026.
  • Marriott International made up 0.08% of CWS Financial Advisors's portfolio in Q2 2026, its #116 holding.
  • CWS Financial Advisors first reported a position in Marriott International in Q3 2023 and has held it in 2 quarters since.
  • 1,752 funds tracked by Wall St. Rank held Marriott International as of Q2 2026.

Based on CWS Financial Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.