EFG
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Everhart Financial Group’s Marriott International MAR Stock Holding History

Everhart 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 		$480K Buy
1,296
+11
+0.9% +$4.06K 0.03% 283
2026
Q1 		$420K Buy
1,285
+385
+43% +$127K 0.04% 305
2025
Q4 		$279K Sell
900
-5
-0.6% -$1.43K 0.03% 340
2025
Q3 		$236K Buy
+905
New +$243K 0.02% 353

Other funds holding MAR

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
AAIM
Asset Advisors Investment Management Augusta, Georgia $1.09B AUM 11.74% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
SWM
Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return

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

Everhart Financial Group increased its Marriott International (MAR) stake by 0.86% in Q2 2026, buying an estimated $4.06K and bringing the position to 1,296 shares worth $480K. The position accounts for 0.03% of the portfolio, ranked #283.

Everhart Financial Group first reported a position in MAR in Q3 2025 and has held it in 4 quarters since. 401 funds tracked by Wall St. Rank hold MAR as of Q2 2026.

  • Everhart Financial Group held 1,296 shares of Marriott International worth $480K as of Q2 2026.
  • Everhart Financial Group bought 11 Marriott International shares in Q2 2026, an estimated $4.06K.
  • Marriott International made up 0.03% of Everhart Financial Group's portfolio in Q2 2026, its #283 holding.
  • Everhart Financial Group first reported a position in Marriott International in Q3 2025 and has held it in 4 quarters since.
  • 401 funds tracked by Wall St. Rank held Marriott International as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.