MWM
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Mission Wealth Management’s Marriott International MAR Stock Holding History

Mission 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
Q2 		– Sell
-3,500
Closed -$1.29M – 406
2026
Q1 		$1.14M Sell
3,500
-100
-3% -$32.9K 0.02% 306
2025
Q4 		$1.12M Sell
3,600
-200
-5% -$57.1K 0.02% 312
2025
Q3 		$990K Buy
+3,800
New +$1.02M 0.02% 334
2025
Q2 		– Hold
0
– – – 319
2025
Q1 		– Hold
0
– – – 324
2024
Q4 		– Hold
0
– – – 270
2024
Q3 		– Hold
0
– -$943K – 703
2024
Q2 		– Hold
0
– – – 280

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

Mission Wealth Management's MAR Position: Q2 2026 in Review

Mission Wealth Management increased its Marriott International (MAR) stake by 8.4% in Q2 2026, buying an estimated $299K and bringing the position to 10,454 shares worth $3.87M. The position accounts for 0.05% of the portfolio, ranked #211.

Mission Wealth Management first reported a position in MAR in Q4 2019 and has held it in 24 quarters since. 1,748 funds tracked by Wall St. Rank hold MAR as of Q2 2026.

  • Mission Wealth Management held 10,454 shares of Marriott International worth $3.87M as of Q2 2026.
  • Mission Wealth Management bought 812 Marriott International shares in Q2 2026, an estimated $299K.
  • Marriott International made up 0.05% of Mission Wealth Management's portfolio in Q2 2026, its #211 holding.
  • Mission Wealth Management first reported a position in Marriott International in Q4 2019 and has held it in 24 quarters since.
  • 1,748 funds tracked by Wall St. Rank held Marriott International as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.