MWM
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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
Q2 		$1.82M Buy
4,913
+1,810
+58% +$667K 0.02% 402
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 $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

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

Modern Wealth Management increased its Marriott International (MAR) stake by 58% in Q2 2026, buying an estimated $667K and bringing the position to 4,913 shares worth $1.82M. The position accounts for 0.02% of the portfolio, ranked #402.

Modern Wealth Management first reported a position in MAR in Q4 2024 and has held it in 7 quarters since. 1,748 funds tracked by Wall St. Rank hold MAR as of Q2 2026.

  • Modern Wealth Management held 4,913 shares of Marriott International worth $1.82M as of Q2 2026.
  • Modern Wealth Management bought 1,810 Marriott International shares in Q2 2026, an estimated $667K.
  • Marriott International made up 0.02% of Modern Wealth Management's portfolio in Q2 2026, its #402 holding.
  • Modern Wealth Management first reported a position in Marriott International in Q4 2024 and has held it in 7 quarters since.
  • 1,748 funds tracked by Wall St. Rank held Marriott International as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.