GA
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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
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

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
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
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

GoalVest Advisory's MAR Position: Q2 2025 in Review

GoalVest Advisory sold out of Marriott International (MAR) in Q2 2025, closing a stake of 1 share — an estimated $238 sold.

GoalVest Advisory first reported a position in MAR in Q2 2021 and held it in 3 quarters. The position peaked at $22.6K in Q3 2023. 1,477 funds tracked by Wall St. Rank hold MAR as of Q2 2025.

  • GoalVest Advisory reported no remaining Marriott International position as of Q2 2025 after selling out during the quarter.
  • GoalVest Advisory sold 1 Marriott International share in Q2 2025, an estimated $238.
  • GoalVest Advisory first reported a position in Marriott International in Q2 2021 and held it in 3 quarters.
  • GoalVest Advisory's Marriott International position peaked at $22.6K in Q3 2023.
  • 1,477 funds tracked by Wall St. Rank held Marriott International as of Q2 2025.

Based on GoalVest Advisory's 13F filing for Q2 2025, filed 1 Aug 2025.