McCarter Private Wealth Services’s Marriott International MAR Stock Holding History

McCarter Private Wealth Services’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	$1.22M	Sell	3,305 -662	-17%	-$244K	0.42%	69
2026 Q1	$1.3M	Buy	3,967 +643	+19%	+$211K	0.56%	53
2025 Q4	$1.03M	Buy	3,324 +228	+7%	+$65.1K	0.46%	52
2025 Q3	$806K	Hold	3,096	–	–	0.41%	53
2025 Q2	$846K	Sell	3,096 -13	-0.4%	-$3.26K	0.48%	46
2025 Q1	$741K	Sell	3,109 -65	-2%	-$17.7K	0.49%	43
2024 Q4	$885K	Buy	3,174 +48	+2%	+$13.2K	0.56%	37
2024 Q3	$777K	Buy	+3,126	New	+$728K	0.49%	44

Other funds holding MAR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

McCarter Private Wealth Services's MAR Position: Q2 2026 in Review

McCarter Private Wealth Services reduced its Marriott International (MAR) stake by 17% in Q2 2026, selling an estimated $244K and leaving 3,305 shares worth $1.22M. The position accounts for 0.42% of the portfolio, ranked #69.

McCarter Private Wealth Services first reported a position in MAR in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.3M in Q1 2026. 1,749 funds tracked by Wall St. Rank hold MAR as of Q2 2026.

McCarter Private Wealth Services held 3,305 shares of Marriott International worth $1.22M as of Q2 2026.
McCarter Private Wealth Services sold 662 Marriott International shares in Q2 2026, an estimated $244K.
Marriott International made up 0.42% of McCarter Private Wealth Services's portfolio in Q2 2026, its #69 holding.
McCarter Private Wealth Services first reported a position in Marriott International in Q3 2024 and has held it in 8 quarters since.
McCarter Private Wealth Services's Marriott International position peaked at $1.3M in Q1 2026.
1,749 funds tracked by Wall St. Rank held Marriott International as of Q2 2026.

Based on McCarter Private Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.