MWM
MAR icon

Modern Wealth Management’s Marriott International MAR Stock Holding History

Modern 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
Q1 		$1.03M Buy
3,103
+1,305
+73% +$429K 0.02% 416
2025
Q4 		$558K Buy
1,798
+43
+2% +$12.3K 0.01% 511
2025
Q3 		$457K Sell
1,755
-12
-0.7% -$3.22K 0.01% 527
2025
Q2 		$483K Buy
1,767
+121
+7% +$30.3K 0.01% 488
2025
Q1 		$392K Buy
1,646
+853
+108% +$232K 0.01% 467
2024
Q4 		$221K Buy
+793
New +$218K 0.01% 535

Other funds holding MAR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Modern Wealth Management's MAR Position: Q1 2026 in Review

Modern Wealth Management increased its Marriott International (MAR) stake by 73% in Q1 2026, buying an estimated $429K and bringing the position to 3,103 shares worth $1.03M. The position accounts for 0.02% of the portfolio, ranked #416.

Modern Wealth Management first reported a position in MAR in Q4 2024 and has held it in 6 quarters since. 1,630 funds tracked by Wall St. Rank hold MAR as of Q1 2026.

  • Modern Wealth Management held 3,103 shares of Marriott International worth $1.03M as of Q1 2026.
  • Modern Wealth Management bought 1,305 Marriott International shares in Q1 2026, an estimated $429K.
  • Marriott International made up 0.02% of Modern Wealth Management's portfolio in Q1 2026, its #416 holding.
  • Modern Wealth Management first reported a position in Marriott International in Q4 2024 and has held it in 6 quarters since.
  • 1,630 funds tracked by Wall St. Rank held Marriott International as of Q1 2026.

Based on Modern Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.