Mosaic Financial Group’s Marriott International MAR Stock Holding History

Mosaic Financial Group’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	$315K	Buy	964 +6	+0.6%	+$1.97K	0.22%	95
2025 Q4	$297K	Buy	958 +2	+0.2%	+$571	0.2%	99
2025 Q3	$249K	Buy	956 +2	+0.2%	+$537	0.18%	102
2025 Q2	$261K	Buy	954 +2	+0.2%	+$502	0.2%	102
2025 Q1	$227K	Sell	952 -479	-33%	-$130K	0.18%	105
2024 Q4	$399K	Buy	1,431 +4	+0.3%	+$1.1K	0.29%	71
2024 Q3	$355K	Buy	1,427 +3	+0.2%	+$699	0.25%	74
2024 Q2	$344K	Buy	1,424 +7	+0.5%	+$1.68K	0.25%	78
2024 Q1	$358K	Buy	+1,417	New	+$343K	0.29%	70

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

Mosaic Financial Group's MAR Position: Q1 2026 in Review

Mosaic Financial Group increased its Marriott International (MAR) stake by 0.63% in Q1 2026, buying an estimated $1.97K and bringing the position to 964 shares worth $315K. The position accounts for 0.22% of the portfolio, ranked #95.

Mosaic Financial Group first reported a position in MAR in Q1 2024 and has held it in 9 quarters since. The position peaked at $399K in Q4 2024. 1,630 funds tracked by Wall St. Rank hold MAR as of Q1 2026.

Mosaic Financial Group held 964 shares of Marriott International worth $315K as of Q1 2026.
Mosaic Financial Group bought 6 Marriott International shares in Q1 2026, an estimated $1.97K.
Marriott International made up 0.22% of Mosaic Financial Group's portfolio in Q1 2026, its #95 holding.
Mosaic Financial Group first reported a position in Marriott International in Q1 2024 and has held it in 9 quarters since.
Mosaic Financial Group's Marriott International position peaked at $399K in Q4 2024.
1,630 funds tracked by Wall St. Rank held Marriott International as of Q1 2026.

Based on Mosaic Financial Group's 13F filing for Q1 2026, filed 8 May 2026.