HFO
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Heritage Family Offices’s Marriott International MAR Stock Holding History

Heritage Family Offices’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
Q2 		$731K Buy
1,972
+32
+2% +$11.8K 0.28% 76
2026
Q1 		$635K Sell
1,940
-14
-0.7% -$4.61K 0.28% 83
2025
Q4 		$606K Buy
1,954
+15
+0.8% +$4.29K 0.28% 84
2025
Q3 		$505K Hold
1,939
– – 0.24% 94
2025
Q2 		$460K Hold
1,939
– – 0.23% 96
2025
Q1 		$462K Hold
1,939
– – 0.24% 94
2024
Q4 		$541K Hold
1,939
– – 0.27% 83
2024
Q3 		$482K Hold
1,939
– – 0.25% 84
2024
Q2 		$469K Buy
+1,939
New +$465K 0.26% 80

Other funds holding MAR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Heritage Family Offices's MAR Position: Q2 2026 in Review

Heritage Family Offices increased its Marriott International (MAR) stake by 1.6% in Q2 2026, buying an estimated $11.8K and bringing the position to 1,972 shares worth $731K. The position accounts for 0.28% of the portfolio, ranked #76.

Heritage Family Offices first reported a position in MAR in Q2 2024 and has held it in 9 quarters since. 1,745 funds tracked by Wall St. Rank hold MAR as of Q2 2026.

  • Heritage Family Offices held 1,972 shares of Marriott International worth $731K as of Q2 2026.
  • Heritage Family Offices bought 32 Marriott International shares in Q2 2026, an estimated $11.8K.
  • Marriott International made up 0.28% of Heritage Family Offices's portfolio in Q2 2026, its #76 holding.
  • Heritage Family Offices first reported a position in Marriott International in Q2 2024 and has held it in 9 quarters since.
  • 1,745 funds tracked by Wall St. Rank held Marriott International as of Q2 2026.

Based on Heritage Family Offices's 13F filing for Q2 2026, filed 29 Jul 2026.