IWC
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Integrated Wealth Concepts’s Marriott International MAR Stock Holding History

Integrated Wealth Concepts’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 		$2.02M Sell
5,463
-559
-9% -$206K 0.01% 840
2026
Q1 		$1.97M Buy
6,022
+2,442
+68% +$803K 0.02% 750
2025
Q4 		$1.11M Buy
+3,580
New +$1.02M 0.01% 727
2025
Q3 		– Sell
-1,697
Closed -$464K – 2052
2025
Q2 		$464K Sell
1,697
-2,143
-56% -$537K ﹤0.01% 1321
2025
Q1 		$915K Buy
3,840
+447
+13% +$121K 0.01% 871
2024
Q4 		$947K Sell
3,393
-106
-3% -$29.1K 0.01% 841
2024
Q3 		$870K Sell
3,499
-36
-1% -$8.38K 0.01% 862
2024
Q2 		$855K Sell
3,535
-2,143
-38% -$514K 0.01% 831
2024
Q1 		$1.43M Buy
5,678
+18
+0.3% +$4.36K 0.02% 618
2023
Q4 		$1.28M Buy
5,660
+11
+0.2% +$2.23K 0.02% 629
2023
Q3 		$1.11M Sell
5,649
-108
-2% -$21.5K 0.02% 647
2023
Q2 		$1.06M Buy
5,757
+1,320
+30% +$229K 0.02% 658
2023
Q1 		$737K Buy
4,437
+1,510
+52% +$252K 0.02% 724
2022
Q4 		$436K Sell
2,927
-217
-7% -$33.4K 0.01% 699
2022
Q3 		$441K Sell
3,144
-5
-0.2% -$764 0.01% 628
2022
Q2 		$428K Buy
3,149
+146
+5% +$24.1K 0.01% 653
2022
Q1 		$528K Buy
3,003
+1,319
+78% +$219K 0.02% 558
2021
Q4 		$278K Buy
1,684
+191
+13% +$30K 0.01% 808
2021
Q3 		$221K Sell
1,493
-3,395
-69% -$474K 0.01% 855
2021
Q2 		$667K Buy
4,888
+898
+23% +$129K 0.02% 461
2021
Q1 		$591K Buy
3,990
+1,244
+45% +$170K 0.02% 437
2020
Q4 		$362K Buy
+2,746
New +$314K 0.02% 474

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

Integrated Wealth Concepts's MAR Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its Marriott International (MAR) stake by 9.3% in Q2 2026, selling an estimated $206K and leaving 5,463 shares worth $2.02M. The position accounts for 0.01% of the portfolio, ranked #840.

Integrated Wealth Concepts first reported a position in MAR in Q4 2020 and has held it in 22 quarters since. 1,753 funds tracked by Wall St. Rank hold MAR as of Q2 2026.

  • Integrated Wealth Concepts held 5,463 shares of Marriott International worth $2.02M as of Q2 2026.
  • Integrated Wealth Concepts sold 559 Marriott International shares in Q2 2026, an estimated $206K.
  • Marriott International made up 0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #840 holding.
  • Integrated Wealth Concepts first reported a position in Marriott International in Q4 2020 and has held it in 22 quarters since.
  • 1,753 funds tracked by Wall St. Rank held Marriott International as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.