HWA
MAR icon

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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Heritage Wealth Advisors's MAR Position: Q1 2026 in Review

Heritage Wealth Advisors held its Marriott International (MAR) position steady in Q1 2026 at 1,891 shares worth $618K. The position accounts for 0.02% of the portfolio, ranked #114.

Heritage Wealth Advisors first reported a position in MAR in Q1 2019 and has held it in 29 quarters since. 1,630 funds tracked by Wall St. Rank hold MAR as of Q1 2026.

  • Heritage Wealth Advisors held 1,891 shares of Marriott International worth $618K as of Q1 2026.
  • Heritage Wealth Advisors left its Marriott International share count unchanged in Q1 2026.
  • Marriott International made up 0.02% of Heritage Wealth Advisors's portfolio in Q1 2026, its #114 holding.
  • Heritage Wealth Advisors first reported a position in Marriott International in Q1 2019 and has held it in 29 quarters since.
  • 1,630 funds tracked by Wall St. Rank held Marriott International as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.