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

Modera 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 		$1.76M Sell
4,736
-133
-3% -$49K 0.02% 280
2026
Q1 		$1.59M Buy
4,869
+122
+3% +$40.1K 0.02% 278
2025
Q4 		$1.47M Buy
4,747
+33
+0.7% +$9.43K 0.02% 294
2025
Q3 		$1.23M Buy
4,714
+9
+0.2% +$2.42K 0.01% 312
2025
Q2 		$1.29M Buy
4,705
+26
+0.6% +$6.52K 0.02% 300
2025
Q1 		$1.11M Buy
4,679
+119
+3% +$32.3K 0.02% 310
2024
Q4 		$1.27M Buy
4,560
+152
+3% +$41.7K 0.02% 294
2024
Q3 		$1.1M Hold
4,408
– – 0.01% 301
2024
Q2 		$1.07M Buy
4,408
+72
+2% +$17.3K 0.02% 287
2024
Q1 		$1.09M Buy
4,336
+5
+0.1% +$1.21K 0.02% 288
2023
Q4 		$977K Buy
4,331
+39
+0.9% +$7.91K 0.02% 290
2023
Q3 		$844K Buy
4,292
+95
+2% +$18.9K 0.02% 298
2023
Q2 		$771K Buy
4,197
+2,813
+203% +$488K 0.01% 317
2023
Q1 		$230K Hold
1,384
– – 0.01% 319
2022
Q4 		$206K Buy
+1,384
New +$213K 0.01% 329
2022
Q2 		– Sell
-1,353
Closed -$238K – 355
2022
Q1 		$238K Sell
1,353
-2,487
-65% -$413K 0.01% 320
2021
Q4 		$635K Buy
+3,840
New +$604K 0.02% 234

Other funds holding MAR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

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

Modera Wealth Management reduced its Marriott International (MAR) stake by 2.7% in Q2 2026, selling an estimated $49K and leaving 4,736 shares worth $1.76M. The position accounts for 0.02% of the portfolio, ranked #280.

Modera Wealth Management first reported a position in MAR in Q4 2021 and has held it in 17 quarters since. 1,043 funds tracked by Wall St. Rank hold MAR as of Q2 2026.

  • Modera Wealth Management held 4,736 shares of Marriott International worth $1.76M as of Q2 2026.
  • Modera Wealth Management sold 133 Marriott International shares in Q2 2026, an estimated $49K.
  • Marriott International made up 0.02% of Modera Wealth Management's portfolio in Q2 2026, its #280 holding.
  • Modera Wealth Management first reported a position in Marriott International in Q4 2021 and has held it in 17 quarters since.
  • 1,043 funds tracked by Wall St. Rank held Marriott International as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.