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David Wealth Management’s Marriott International MAR Stock Holding History

David 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 		$1.05M Hold
3,854
– – 0.78% 15
2025
Q1 		$918K Hold
3,854
– – 0.77% 17
2024
Q4 		$1.08M Buy
+3,854
New +$1.06M 0.89% 14

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

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

David Wealth Management held its Marriott International (MAR) position steady in Q2 2025 at 3,854 shares worth $1.05M. The position accounts for 0.78% of the portfolio, ranked #15.

David Wealth Management first reported a position in MAR in Q4 2024 and has held it in 3 quarters since. The position peaked at $1.08M in Q4 2024. 1,479 funds tracked by Wall St. Rank hold MAR as of Q2 2025.

  • David Wealth Management held 3,854 shares of Marriott International worth $1.05M as of Q2 2025.
  • David Wealth Management left its Marriott International share count unchanged in Q2 2025.
  • Marriott International made up 0.78% of David Wealth Management's portfolio in Q2 2025, its #15 holding.
  • David Wealth Management first reported a position in Marriott International in Q4 2024 and has held it in 3 quarters since.
  • David Wealth Management's Marriott International position peaked at $1.08M in Q4 2024.
  • 1,479 funds tracked by Wall St. Rank held Marriott International as of Q2 2025.

Based on David Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.