MinichMacGregor Wealth Management’s Marriott International MAR Stock Holding History

MinichMacGregor Wealth 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 Q3	$7.38M	Buy	20,749 +859	+4%	+$306K	1.19%	33
2026 Q2	$7.37M	Sell	19,890 -1,346	-6%	-$496K	1.12%	37
2026 Q1	$6.95M	Sell	21,236 -1,520	-7%	-$500K	1.23%	32
2025 Q4	$7.06M	Buy	22,756 +3,368	+17%	+$962K	1.28%	30
2025 Q3	$5.05M	Buy	19,388 +1,068	+6%	+$287K	0.99%	36
2025 Q2	$5.01M	Sell	18,320 -1,345	-7%	-$337K	1.07%	38
2025 Q1	$4.68M	Sell	19,665 -14,800	-43%	-$4.02M	1.05%	40
2024 Q4	$9.6M	Buy	34,465 +64	+0.2%	+$17.6K	2%	17
2024 Q3	$8.55M	Buy	34,401 +2,336	+7%	+$544K	1.83%	23
2024 Q2	$7.75M	Buy	32,065 +5,037	+19%	+$1.21M	1.89%	25
2024 Q1	$6.79M	Buy	27,028 +1,347	+5%	+$326K	1.73%	26
2023 Q4	$5.79M	Buy	25,681 +7,624	+42%	+$1.55M	1.67%	22
2023 Q3	$3.55M	Buy	18,057 +839	+5%	+$167K	1.18%	32
2023 Q2	$3.16M	Buy	17,218 +3,201	+23%	+$555K	0.99%	35
2023 Q1	$2.33M	Buy	14,017 +553	+4%	+$92.1K	0.77%	40
2022 Q4	$2M	Buy	13,464 +898	+7%	+$138K	0.72%	32
2022 Q3	$1.76M	Buy	12,566 +1,887	+18%	+$288K	0.7%	38
2022 Q2	$1.45M	Buy	+10,679	New	+$1.76M	0.6%	40
2018 Q4	–	Sell	-106	Closed	-$13K	–	327
2018 Q3	$13K	Sell	106 -51	-32%	-$6.51K	0.01%	288
2018 Q2	$19K	Hold	157	–	–	0.01%	220
2018 Q1	$21K	Hold	157	–	–	0.02%	207
2017 Q4	$21K	Hold	157	–	–	0.02%	195
2017 Q3	$17K	Hold	157	–	–	0.01%	212
2017 Q2	$15K	Buy	157 +55	+54%	+$5.5K	0.01%	224
2017 Q1	$9K	Hold	102	–	–	0.01%	290
2016 Q4	$8K	Hold	102	–	–	0.01%	291
2016 Q3	$6K	Buy	+102	New	+$7.19K	0.01%	326

Other funds holding MAR

Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Heritage Investors Management Corp Bethesda, Maryland $3.52B AUM 30.22% 1-Year Est. Return

MinichMacGregor Wealth Management's MAR Position: Q3 2026 in Review

MinichMacGregor Wealth Management increased its Marriott International (MAR) stake by 4.3% in Q3 2026, buying an estimated $306K and bringing the position to 20,749 shares worth $7.38M. The position accounts for 1.19% of the portfolio, ranked #33.

MinichMacGregor Wealth Management first reported a position in MAR in Q3 2016 and has held it in 27 quarters since. The position peaked at $9.6M in Q4 2024. 737 funds tracked by Wall St. Rank hold MAR as of Q3 2026.

MinichMacGregor Wealth Management held 20,749 shares of Marriott International worth $7.38M as of Q3 2026.
MinichMacGregor Wealth Management bought 859 Marriott International shares in Q3 2026, an estimated $306K.
Marriott International made up 1.19% of MinichMacGregor Wealth Management's portfolio in Q3 2026, its #33 holding.
MinichMacGregor Wealth Management first reported a position in Marriott International in Q3 2016 and has held it in 27 quarters since.
MinichMacGregor Wealth Management's Marriott International position peaked at $9.6M in Q4 2024.
737 funds tracked by Wall St. Rank held Marriott International as of Q3 2026.

Based on MinichMacGregor Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.