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EverSource Wealth Advisors’s Marriott International MAR Stock Holding History

EverSource Wealth 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
Q2 		$421K Sell
1,137
-405
-26% -$149K 0.01% 630
2026
Q1 		$504K Buy
1,542
+341
+28% +$112K 0.02% 606
2025
Q4 		$373K Sell
1,201
-32
-3% -$9.14K 0.01% 650
2025
Q3 		$321K Buy
1,233
+16
+1% +$4.3K 0.01% 699
2025
Q2 		$332K Buy
1,217
+66
+6% +$16.6K 0.02% 625
2025
Q1 		$274K Buy
1,151
+538
+88% +$146K 0.02% 553
2024
Q4 		$171K Buy
613
+120
+24% +$32.9K 0.01% 709
2024
Q3 		$123K Buy
493
+38
+8% +$8.85K 0.01% 727
2024
Q2 		$103K Hold
455
– – 0.01% 784
2024
Q1 		$107K Buy
455
+226
+99% +$54.7K 0.01% 679
2023
Q4 		$51.6K Sell
229
-3
-1% -$608 ﹤0.01% 888
2023
Q3 		$45.7K Buy
232
+11
+5% +$2.19K ﹤0.01% 846
2023
Q2 		$40.6K Buy
221
+6
+3% +$1.04K ﹤0.01% 921
2023
Q1 		$35.7K Sell
215
-293
-58% -$48.8K ﹤0.01% 902
2022
Q4 		$75.6K Sell
508
-37
-7% -$5.7K 0.01% 607
2022
Q3 		$76K Buy
545
+34
+7% +$5.19K 0.02% 514
2022
Q2 		$69K Buy
511
+6
+1% +$991 0.02% 505
2022
Q1 		$89K Buy
505
+25
+5% +$4.16K 0.02% 355
2021
Q4 		$79K Buy
+480
New +$75.5K 0.02% 343

Other funds holding MAR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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

EverSource Wealth Advisors's MAR Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Marriott International (MAR) stake by 26% in Q2 2026, selling an estimated $149K and leaving 1,137 shares worth $421K. The position accounts for 0.01% of the portfolio, ranked #630.

EverSource Wealth Advisors first reported a position in MAR in Q4 2021 and has held it in 19 quarters since. The position peaked at $504K in Q1 2026. 1,745 funds tracked by Wall St. Rank hold MAR as of Q2 2026.

  • EverSource Wealth Advisors held 1,137 shares of Marriott International worth $421K as of Q2 2026.
  • EverSource Wealth Advisors sold 405 Marriott International shares in Q2 2026, an estimated $149K.
  • Marriott International made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #630 holding.
  • EverSource Wealth Advisors first reported a position in Marriott International in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Marriott International position peaked at $504K in Q1 2026.
  • 1,745 funds tracked by Wall St. Rank held Marriott International as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.