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Fonville Wealth Management’s Marriott International MAR Stock Holding History

Fonville Wealth Management’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
-4,057
Closed -$1.13M – 122
2024
Q4 		$1.13M Hold
4,057
– – 0.37% 52
2024
Q3 		$1.01M Hold
4,057
– – 0.35% 54
2024
Q2 		$981K Buy
4,057
+15
+0.4% +$3.6K 0.39% 53
2024
Q1 		$1.02M Hold
4,042
– – 0.45% 53
2023
Q4 		$912K Buy
+4,042
New +$819K 0.48% 53

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 $3.37T AUM 44.26% 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

Fonville Wealth Management's MAR Position: Q1 2025 in Review

Fonville Wealth Management sold out of Marriott International (MAR) in Q1 2025, closing a stake of 4,057 shares — an estimated $1.13M sold.

Fonville Wealth Management first reported a position in MAR in Q4 2023 and held it in 5 quarters. The position peaked at $1.13M in Q4 2024. 1,430 funds tracked by Wall St. Rank hold MAR as of Q1 2025.

  • Fonville Wealth Management reported no remaining Marriott International position as of Q1 2025 after selling out during the quarter.
  • Fonville Wealth Management sold 4,057 Marriott International shares in Q1 2025, an estimated $1.13M.
  • Fonville Wealth Management first reported a position in Marriott International in Q4 2023 and held it in 5 quarters.
  • Fonville Wealth Management's Marriott International position peaked at $1.13M in Q4 2024.
  • 1,430 funds tracked by Wall St. Rank held Marriott International as of Q1 2025.

Based on Fonville Wealth Management's 13F filing for Q1 2025, filed 1 May 2025.