EP
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Essential Planning’s Marriott International MAR Stock Holding History

Essential 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
2025
Q1 		– Sell
-19,955
Closed -$5.47M – 211
2024
Q4 		$5.47M Buy
+19,955
New +$5.48M 0.04% 114

Other funds holding MAR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

Essential Planning's MAR Position: Q1 2025 in Review

Essential Planning sold out of Marriott International (MAR) in Q1 2025, closing a stake of 19,955 shares — an estimated $5.47M sold.

Essential Planning first reported a position in MAR in Q4 2024 and held it in 1 quarter. The position peaked at $5.47M in Q4 2024. 1,427 funds tracked by Wall St. Rank hold MAR as of Q1 2025.

  • Essential Planning reported no remaining Marriott International position as of Q1 2025 after selling out during the quarter.
  • Essential Planning sold 19,955 Marriott International shares in Q1 2025, an estimated $5.47M.
  • Essential Planning first reported a position in Marriott International in Q4 2024 and held it in 1 quarter.
  • Essential Planning's Marriott International position peaked at $5.47M in Q4 2024.
  • 1,427 funds tracked by Wall St. Rank held Marriott International as of Q1 2025.

Based on Essential Planning's 13F filing for Q1 2025, filed 8 May 2025.