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Estate Planners Group’s Marriott International MAR Stock Holding History

Estate Planners 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
Q1 		– Sell
-3
Closed -$935 – 274
2025
Q4 		$935 Buy
+3
New +$857 ﹤0.01% 422

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Morgan Stanley
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Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Vanguard Portfolio Management
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Estate Planners Group's MAR Position: Q1 2026 in Review

Estate Planners Group sold out of Marriott International (MAR) in Q1 2026, closing a stake of 3 shares — an estimated $935 sold.

Estate Planners Group first reported a position in MAR in Q4 2025 and held it in 1 quarter. The position peaked at $935 in Q4 2025. 1,642 funds tracked by Wall St. Rank hold MAR as of Q1 2026.

  • Estate Planners Group reported no remaining Marriott International position as of Q1 2026 after selling out during the quarter.
  • Estate Planners Group sold 3 Marriott International shares in Q1 2026, an estimated $935.
  • Estate Planners Group first reported a position in Marriott International in Q4 2025 and held it in 1 quarter.
  • Estate Planners Group's Marriott International position peaked at $935 in Q4 2025.
  • 1,642 funds tracked by Wall St. Rank held Marriott International as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.