Forte Capital’s Marriott International MAR Stock Holding History

Forte Capital’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 Q2	$968K	Buy	3,543 +455	+15%	+$114K	0.1%	122
2025 Q1	$736K	Sell	3,088 -113	-4%	-$30.7K	0.09%	139
2024 Q4	$893K	Sell	3,201 -10	-0.3%	-$2.75K	0.1%	123
2024 Q3	$798K	Sell	3,211 -22	-0.7%	-$5.12K	0.09%	133
2024 Q2	$782K	Sell	3,233 -3	-0.1%	-$720	0.09%	125
2024 Q1	$816K	Buy	3,236 +1,634	+102%	+$396K	0.1%	118
2023 Q4	$361K	Buy	1,602 +230	+17%	+$46.6K	0.05%	172
2023 Q3	$270K	Sell	1,372 -43	-3%	-$8.54K	0.04%	184
2023 Q2	$260K	Hold	1,415	–	–	0.04%	189
2023 Q1	$235K	Hold	1,415	–	–	0.04%	195
2022 Q4	$211K	Buy	+1,415	New	+$218K	0.04%	195
2022 Q2	–	Sell	-1,370	Closed	-$226K	–	216
2022 Q1	$226K	Hold	1,370	–	–	0.03%	214
2021 Q4	$226K	Sell	1,370 -65	-5%	-$10.2K	0.03%	215
2021 Q3	$213K	Buy	+1,435	New	+$200K	0.03%	208
2021 Q2	–	Sell	-1,360	Closed	-$201K	–	218
2021 Q1	$201K	Buy	+1,360	New	+$186K	0.03%	204

Other funds holding MAR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group

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

Fidelity Investments

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

Geode Capital Management

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

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

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