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

MorganRosel 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
2025
Q3 		– Sell
-438
Closed -$120K – 249
2025
Q2 		$120K Hold
438
– – 0.03% 135
2025
Q1 		$104K Buy
+438
New +$119K 0.03% 127

Other funds holding MAR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

MorganRosel Wealth Management's MAR Position: Q3 2025 in Review

MorganRosel Wealth Management sold out of Marriott International (MAR) in Q3 2025, closing a stake of 438 shares — an estimated $120K sold.

MorganRosel Wealth Management first reported a position in MAR in Q1 2025 and held it in 2 quarters. The position peaked at $120K in Q2 2025. 1,438 funds tracked by Wall St. Rank hold MAR as of Q3 2025.

  • MorganRosel Wealth Management reported no remaining Marriott International position as of Q3 2025 after selling out during the quarter.
  • MorganRosel Wealth Management sold 438 Marriott International shares in Q3 2025, an estimated $120K.
  • MorganRosel Wealth Management first reported a position in Marriott International in Q1 2025 and held it in 2 quarters.
  • MorganRosel Wealth Management's Marriott International position peaked at $120K in Q2 2025.
  • 1,438 funds tracked by Wall St. Rank held Marriott International as of Q3 2025.

Based on MorganRosel Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.