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Kingswood Wealth Advisors’s Marriott International MAR Stock Holding History

Kingswood 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 		$574K Buy
1,549
+167
+12% +$61.6K 0.02% 572
2026
Q1 		$452K Buy
1,382
+57
+4% +$18.7K 0.02% 576
2025
Q4 		$411K Sell
1,325
-8
-0.6% -$2.29K 0.02% 579
2025
Q3 		$347K Buy
1,333
+16
+1% +$4.3K 0.02% 575
2025
Q2 		$360K Buy
+1,317
New +$330K 0.03% 513
2025
Q1 		– Sell
-993
Closed -$277K – 785
2024
Q4 		$277K Sell
993
-6,851
-87% -$1.88M 0.02% 635
2024
Q3 		$1.95M Sell
7,844
-310
-4% -$72.2K 0.14% 171
2024
Q2 		$1.97M Sell
8,154
-124
-1% -$29.8K 0.18% 118
2024
Q1 		$2.09M Sell
8,278
-72
-0.9% -$17.4K 0.24% 95
2023
Q4 		$1.88M Buy
8,350
+145
+2% +$29.4K 0.21% 111
2023
Q3 		$1.61M Buy
+8,205
New +$1.63M 0.28% 98

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

Kingswood Wealth Advisors's MAR Position: Q2 2026 in Review

Kingswood Wealth Advisors increased its Marriott International (MAR) stake by 12% in Q2 2026, buying an estimated $61.6K and bringing the position to 1,549 shares worth $574K. The position accounts for 0.02% of the portfolio, ranked #572.

Kingswood Wealth Advisors first reported a position in MAR in Q3 2023 and has held it in 11 quarters since. The position peaked at $2.09M in Q1 2024. 1,745 funds tracked by Wall St. Rank hold MAR as of Q2 2026.

  • Kingswood Wealth Advisors held 1,549 shares of Marriott International worth $574K as of Q2 2026.
  • Kingswood Wealth Advisors bought 167 Marriott International shares in Q2 2026, an estimated $61.6K.
  • Marriott International made up 0.02% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #572 holding.
  • Kingswood Wealth Advisors first reported a position in Marriott International in Q3 2023 and has held it in 11 quarters since.
  • Kingswood Wealth Advisors's Marriott International position peaked at $2.09M in Q1 2024.
  • 1,745 funds tracked by Wall St. Rank held Marriott International as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.