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Legend Financial Advisors’s Marriott International MAR Stock Holding History

Legend Financial 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
2025
Q1 		– Sell
-19
Closed -$5.3K – 158
2024
Q4 		$5.3K Buy
+19
New +$5.22K ﹤0.01% 151
2024
Q3 		– Sell
-19
Closed -$4.59K – 232
2024
Q2 		$4.59K Buy
+19
New +$4.56K ﹤0.01% 195

Other funds holding MAR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

Legend Financial Advisors's MAR Position: Q1 2025 in Review

Legend Financial Advisors sold out of Marriott International (MAR) in Q1 2025, closing a stake of 19 shares — an estimated $5.3K sold.

Legend Financial Advisors first reported a position in MAR in Q2 2024 and held it in 2 quarters. The position peaked at $5.3K in Q4 2024. 1,427 funds tracked by Wall St. Rank hold MAR as of Q1 2025.

  • Legend Financial Advisors reported no remaining Marriott International position as of Q1 2025 after selling out during the quarter.
  • Legend Financial Advisors sold 19 Marriott International shares in Q1 2025, an estimated $5.3K.
  • Legend Financial Advisors first reported a position in Marriott International in Q2 2024 and held it in 2 quarters.
  • Legend Financial Advisors's Marriott International position peaked at $5.3K in Q4 2024.
  • 1,427 funds tracked by Wall St. Rank held Marriott International as of Q1 2025.

Based on Legend Financial Advisors's 13F filing for Q1 2025, filed 14 May 2025.