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Financial Strategies Group’s Marriott International MAR Stock Holding History

Financial Strategies 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
2025
Q1 		– Sell
-848
Closed -$230K – 95
2024
Q4 		$230K Hold
848
– – 0.05% 96
2024
Q3 		$222K Hold
848
– – 0.05% 94
2024
Q2 		$201K Sell
848
-8
-0.9% -$1.92K 0.05% 96
2024
Q1 		$218K Hold
856
– – 0.06% 75
2023
Q4 		$204K Buy
+856
New +$174K 0.06% 76

Other funds holding MAR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return

Financial Strategies Group's MAR Position: Q1 2025 in Review

Financial Strategies Group sold out of Marriott International (MAR) in Q1 2025, closing a stake of 848 shares — an estimated $230K sold.

Financial Strategies Group first reported a position in MAR in Q4 2023 and held it in 5 quarters. The position peaked at $230K in Q4 2024. 1,432 funds tracked by Wall St. Rank hold MAR as of Q1 2025.

  • Financial Strategies Group reported no remaining Marriott International position as of Q1 2025 after selling out during the quarter.
  • Financial Strategies Group sold 848 Marriott International shares in Q1 2025, an estimated $230K.
  • Financial Strategies Group first reported a position in Marriott International in Q4 2023 and held it in 5 quarters.
  • Financial Strategies Group's Marriott International position peaked at $230K in Q4 2024.
  • 1,432 funds tracked by Wall St. Rank held Marriott International as of Q1 2025.

Based on Financial Strategies Group's 13F filing for Q1 2025, filed 16 May 2025.