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Heritage Wealth Advisors’s Marriott International MAR Stock Holding History

Heritage Wealth Advisors’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 		$875K Buy
2,361
+470
+25% +$173K 0.03% 99
2026
Q1 		$618K Hold
1,891
– – 0.02% 114
2025
Q4 		$587K Hold
1,891
– – 0.02% 137
2025
Q3 		$492K Hold
1,891
– – 0.02% 130
2025
Q2 		$517K Hold
1,891
– – 0.02% 126
2025
Q1 		$450K Hold
1,891
– – 0.02% 133
2024
Q4 		$527K Hold
1,891
– – 0.03% 132
2024
Q3 		$470K Hold
1,891
– – 0.02% 148
2024
Q2 		$457K Hold
1,891
– – 0.02% 145
2024
Q1 		$477K Hold
1,891
– – 0.02% 145
2023
Q4 		$426K Hold
1,891
– – 0.02% 156
2023
Q3 		$372K Hold
1,891
– – 0.02% 150
2023
Q2 		$347K Hold
1,891
– – 0.02% 159
2023
Q1 		$314K Hold
1,891
– – 0.02% 168
2022
Q4 		$282K Sell
1,891
-160
-8% -$24.6K 0.02% 179
2022
Q3 		$287K Buy
2,051
+160
+8% +$24.4K 0.02% 165
2022
Q2 		$257K Buy
1,891
+1,625
+611% +$268K 0.02% 177
2022
Q1 		$47K Sell
266
-2,588
-91% -$430K ﹤0.01% 323
2021
Q4 		$472K Hold
2,854
– – 0.03% 141
2021
Q3 		$423K Hold
2,854
– – 0.03% 145
2021
Q2 		$390K Sell
2,854
-400
-12% -$57.7K 0.02% 151
2021
Q1 		$482K Hold
3,254
– – 0.03% 141
2020
Q4 		$429K Buy
3,254
+2,854
+714% +$326K 0.03% 142
2020
Q3 		$37K Hold
400
– – ﹤0.01% 296
2020
Q2 		$34.3K Hold
400
– – ﹤0.01% 282
2020
Q1 		$29.9K Sell
400
-6
-1% -$746 0.01% 283
2019
Q4 		$61.5K Buy
406
+6
+2% +$804 0.01% 285
2019
Q3 		$49K Hold
400
– – 0.01% 281
2019
Q2 		$56.1K Hold
400
– – 0.01% 239
2019
Q1 		$50K Buy
+400
New +$47.1K 0.01% 230

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 Wealth Advisors's MAR Position: Q2 2026 in Review

Heritage Wealth Advisors increased its Marriott International (MAR) stake by 25% in Q2 2026, buying an estimated $173K and bringing the position to 2,361 shares worth $875K. The position accounts for 0.03% of the portfolio, ranked #99.

Heritage Wealth Advisors first reported a position in MAR in Q1 2019 and has held it in 30 quarters since. 1,748 funds tracked by Wall St. Rank hold MAR as of Q2 2026.

  • Heritage Wealth Advisors held 2,361 shares of Marriott International worth $875K as of Q2 2026.
  • Heritage Wealth Advisors bought 470 Marriott International shares in Q2 2026, an estimated $173K.
  • Marriott International made up 0.03% of Heritage Wealth Advisors's portfolio in Q2 2026, its #99 holding.
  • Heritage Wealth Advisors first reported a position in Marriott International in Q1 2019 and has held it in 30 quarters since.
  • 1,748 funds tracked by Wall St. Rank held Marriott International as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.