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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
Q1 		$535K Buy
1,635
+926
+131% +$305K 0.04% 238
2025
Q4 		$220K Buy
+709
New +$203K 0.03% 202

Other funds holding MAR

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Evergreen Wealth Solutions's MAR Position: Q1 2026 in Review

Evergreen Wealth Solutions increased its Marriott International (MAR) stake by 131% in Q1 2026, buying an estimated $305K and bringing the position to 1,635 shares worth $535K. The position accounts for 0.04% of the portfolio, ranked #238.

Evergreen Wealth Solutions first reported a position in MAR in Q4 2025 and has held it in 2 quarters since. 1,630 funds tracked by Wall St. Rank hold MAR as of Q1 2026.

  • Evergreen Wealth Solutions held 1,635 shares of Marriott International worth $535K as of Q1 2026.
  • Evergreen Wealth Solutions bought 926 Marriott International shares in Q1 2026, an estimated $305K.
  • Marriott International made up 0.04% of Evergreen Wealth Solutions's portfolio in Q1 2026, its #238 holding.
  • Evergreen Wealth Solutions first reported a position in Marriott International in Q4 2025 and has held it in 2 quarters since.
  • 1,630 funds tracked by Wall St. Rank held Marriott International as of Q1 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q1 2026, filed 15 May 2026.