GA
MAR icon

GoalVest Advisory’s Marriott International MAR Stock Holding History

GoalVest Advisory’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
Q3 		$1.42K Buy
+4
New +$1.43K ﹤0.01% 671
2025
Q2 		– Sell
-1
Closed -$238 – 469
2025
Q1 		$238 Buy
+1
New +$272 ﹤0.01% 430
2023
Q4 		– Sell
-115
Closed -$22.6K – 443
2023
Q3 		$22.6K Buy
+115
New +$22.8K 0.01% 209
2021
Q2 		$3K Buy
+25
New +$3.6K ﹤0.01% 227

Other funds holding MAR

MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
PFP
Polaris Financial Partners Westerville, Ohio $223M AUM
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
PCS
Private Client Services Louisville, Kentucky $372M AUM 17.65% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
RF
Roxbury Financial Mount Arlington, New Jersey $130M AUM 20.04% 1-Year Est. Return
BFS
Burkett Financial Services Rock Hill, South Carolina $331M AUM 14.93% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM

GoalVest Advisory's MAR Position: Q3 2026 in Review

GoalVest Advisory opened a new position in Marriott International (MAR) in Q3 2026: 4 shares worth $1.42K. The stake represents ﹤0.01% of the portfolio and ranks #671 among its holdings. This is a return to the name: GoalVest Advisory previously reported a position in MAR as recently as Q1 2025.

GoalVest Advisory first reported a position in MAR in Q2 2021 and has held it in 4 quarters since. The position peaked at $22.6K in Q3 2023. 9 funds tracked by Wall St. Rank hold MAR as of Q3 2026.

  • GoalVest Advisory held 4 shares of Marriott International worth $1.42K as of Q3 2026.
  • Marriott International was a new GoalVest Advisory position in Q3 2026.
  • Marriott International made up ﹤0.01% of GoalVest Advisory's portfolio in Q3 2026, its #671 holding.
  • GoalVest Advisory first reported a position in Marriott International in Q2 2021 and has held it in 4 quarters since.
  • GoalVest Advisory's Marriott International position peaked at $22.6K in Q3 2023.
  • 9 funds tracked by Wall St. Rank held Marriott International as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.