Milestone Asset Management’s Marriott International MAR Stock Holding History

Milestone Asset Management’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	$2.03M	Buy	5,472 +33	+0.6%	+$12.2K	0.32%	86
2026 Q1	$1.78M	Hold	5,439	–	–	0.33%	82
2025 Q4	$1.69M	Hold	5,439	–	–	0.32%	67
2025 Q3	$1.42M	Buy	5,439 +36	+0.7%	+$9.67K	0.27%	68
2025 Q2	$1.48M	Buy	5,403 +3,917	+264%	+$982K	0.31%	63
2025 Q1	$354K	Buy	1,486 +1	+0.1%	+$272	0.08%	176
2024 Q4	$414K	Hold	1,485	–	–	0.09%	177
2024 Q3	$369K	Hold	1,485	–	–	0.08%	164
2024 Q2	$359K	Buy	1,485 +154	+12%	+$37K	0.09%	153
2024 Q1	$336K	Hold	1,331	–	–	0.1%	133
2023 Q4	$300K	Hold	1,331	–	–	0.1%	56
2023 Q3	$258K	Buy	+1,331	New	+$264K	0.09%	67

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Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Abner Herrman & Brock Jersey City, New Jersey $1.05B AUM 42.66% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return