Evernest Financial Advisors’s Marriott International MAR Stock Holding History

Evernest Financial Advisors’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	$1.55M	Buy	4,299 +71	+2%	+$23.4K	0.32%	49
2025 Q4	$1.4M	Sell	4,228 -413	-9%	-$118K	0.29%	50
2025 Q3	$1.21M	Buy	4,641 +17	+0.4%	+$4.57K	0.34%	59
2025 Q2	$1.26M	Buy	4,624 +117	+3%	+$29.3K	0.41%	49
2025 Q1	$1.07M	Sell	4,507 -26	-0.6%	-$7.07K	0.39%	61
2024 Q4	$1.26M	Sell	4,533 -27	-0.6%	-$7.41K	0.33%	51
2024 Q3	$1.13M	Sell	4,560 -74	-2%	-$17.2K	0.31%	56
2024 Q2	$1.12M	Sell	4,634 -69	-1%	-$16.6K	0.5%	43
2024 Q1	$1.11M	Buy	4,703 +20	+0.4%	+$4.84K	0.53%	40
2023 Q4	$1.06M	Buy	+4,683	New	+$949K	0.54%	45
2021 Q4	$1.16M	Buy	+4,683	New	+$737K	0.6%	37

Other funds holding MAR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Evernest Financial Advisors's MAR Position: Q1 2026 in Review

Evernest Financial Advisors increased its Marriott International (MAR) stake by 1.7% in Q1 2026, buying an estimated $23.4K and bringing the position to 4,299 shares worth $1.55M. The position accounts for 0.32% of the portfolio, ranked #49.

Evernest Financial Advisors first reported a position in MAR in Q4 2021 and has held it in 11 quarters since. 1,630 funds tracked by Wall St. Rank hold MAR as of Q1 2026.

Evernest Financial Advisors held 4,299 shares of Marriott International worth $1.55M as of Q1 2026.
Evernest Financial Advisors bought 71 Marriott International shares in Q1 2026, an estimated $23.4K.
Marriott International made up 0.32% of Evernest Financial Advisors's portfolio in Q1 2026, its #49 holding.
Evernest Financial Advisors first reported a position in Marriott International in Q4 2021 and has held it in 11 quarters since.
1,630 funds tracked by Wall St. Rank held Marriott International as of Q1 2026.

Based on Evernest Financial Advisors's 13F filing for Q1 2026, filed 4 May 2026.