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Evergreen Wealth Solutions’s Marriott International MAR Stock Holding History

Evergreen Wealth Solutions’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 		$553K Sell
1,568
-67
-4% -$24.7K 0.03% 303
2026
Q1 		$535K Buy
1,635
+926
+131% +$305K 0.04% 238
2025
Q4 		$220K Buy
+709
New +$203K 0.03% 202

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Vanguard Capital Management
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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

Evergreen Wealth Solutions's MAR Position: Q2 2026 in Review

Evergreen Wealth Solutions reduced its Marriott International (MAR) stake by 4.1% in Q2 2026, selling an estimated $24.7K and leaving 1,568 shares worth $553K. The position accounts for 0.03% of the portfolio, ranked #303.

Evergreen Wealth Solutions first reported a position in MAR in Q4 2025 and has held it in 3 quarters since. 1,749 funds tracked by Wall St. Rank hold MAR as of Q2 2026.

  • Evergreen Wealth Solutions held 1,568 shares of Marriott International worth $553K as of Q2 2026.
  • Evergreen Wealth Solutions sold 67 Marriott International shares in Q2 2026, an estimated $24.7K.
  • Marriott International made up 0.03% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #303 holding.
  • Evergreen Wealth Solutions first reported a position in Marriott International in Q4 2025 and has held it in 3 quarters since.
  • 1,749 funds tracked by Wall St. Rank held Marriott International as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.