Moneta Group Investment Advisors’s Marriott International MAR Stock Holding History

Moneta Group Investment Advisors’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	$275K	Buy	841 +128	+18%	+$42.1K	﹤0.01%	654
2025 Q4	$221K	Buy	+713	New	+$204K	﹤0.01%	743
2025 Q3	–	Sell	-734	Closed	-$201K	–	804
2025 Q2	$201K	Buy	+734	New	+$184K	﹤0.01%	677
2018 Q2	–	Sell	-552	Closed	-$75K	–	542
2018 Q1	$75K	Sell	552 -2	-0.4%	-$280	0.01%	283
2017 Q4	$75K	Buy	+554	New	+$68K	0.01%	259
2015 Q4	–	Sell	-606	Closed	-$41K	–	300
2015 Q3	$41K	Buy	+606	New	+$43.8K	0.01%	254

Other funds holding MAR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Moneta Group Investment Advisors's MAR Position: Q1 2026 in Review

Moneta Group Investment Advisors increased its Marriott International (MAR) stake by 18% in Q1 2026, buying an estimated $42.1K and bringing the position to 841 shares worth $275K. The position accounts for ﹤0.01% of the portfolio, ranked #654.

Moneta Group Investment Advisors first reported a position in MAR in Q3 2015 and has held it in 6 quarters since. 1,630 funds tracked by Wall St. Rank hold MAR as of Q1 2026.

Moneta Group Investment Advisors held 841 shares of Marriott International worth $275K as of Q1 2026.
Moneta Group Investment Advisors bought 128 Marriott International shares in Q1 2026, an estimated $42.1K.
Marriott International made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #654 holding.
Moneta Group Investment Advisors first reported a position in Marriott International in Q3 2015 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 Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.