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Elevated Financial Group’s Marriott International MAR Stock Holding History

Elevated Financial 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
Q2 		$953K Sell
2,570
-805
-24% -$297K 0.26% 48
2026
Q1 		$1.1M Sell
3,375
-129
-4% -$42.4K 0.36% 43
2025
Q4 		$1.09M Buy
+3,504
New +$1M 0.38% 42

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

Elevated Financial Group's MAR Position: Q2 2026 in Review

Elevated Financial Group reduced its Marriott International (MAR) stake by 24% in Q2 2026, selling an estimated $297K and leaving 2,570 shares worth $953K. The position accounts for 0.26% of the portfolio, ranked #48.

Elevated Financial Group first reported a position in MAR in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.1M in Q1 2026. 1,734 funds tracked by Wall St. Rank hold MAR as of Q2 2026.

  • Elevated Financial Group held 2,570 shares of Marriott International worth $953K as of Q2 2026.
  • Elevated Financial Group sold 805 Marriott International shares in Q2 2026, an estimated $297K.
  • Marriott International made up 0.26% of Elevated Financial Group's portfolio in Q2 2026, its #48 holding.
  • Elevated Financial Group first reported a position in Marriott International in Q4 2025 and has held it in 3 quarters since.
  • Elevated Financial Group's Marriott International position peaked at $1.1M in Q1 2026.
  • 1,734 funds tracked by Wall St. Rank held Marriott International as of Q2 2026.

Based on Elevated Financial Group's 13F filing for Q2 2026, filed 22 Jul 2026.