MYIA
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Mount Yale Investment Advisors’s Marriott International MAR Stock Holding History

Mount Yale 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 		$742K Buy
+2,267
New +$746K 0.02% 592
2025
Q4 		– Sell
-924
Closed -$241K – 773
2025
Q3 		$241K Sell
924
-400
-30% -$107K 0.02% 579
2025
Q2 		$362K Buy
1,324
+34
+3% +$8.53K 0.03% 413
2025
Q1 		$307K Sell
1,290
-67
-5% -$18.2K 0.03% 427
2024
Q4 		$379K Sell
1,357
-26
-2% -$7.14K 0.03% 390
2024
Q3 		$344K Sell
1,383
-75
-5% -$17.5K 0.03% 396
2024
Q2 		$353K Buy
1,458
+11
+0.8% +$2.64K 0.03% 401
2024
Q1 		$365K Sell
1,447
-44
-3% -$10.7K 0.03% 409
2023
Q4 		$336K Buy
1,491
+466
+45% +$94.5K 0.03% 395
2023
Q3 		$201K Buy
+1,025
New +$204K 0.02% 475

Other funds holding MAR

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $315B AUM 27.84% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Mount Yale Investment Advisors's MAR Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in Marriott International (MAR) in Q1 2026: 2,267 shares worth $742K. The stake represents 0.02% of the portfolio and ranks #592 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in MAR as recently as Q3 2025.

Mount Yale Investment Advisors first reported a position in MAR in Q3 2023 and has held it in 10 quarters since. 1,635 funds tracked by Wall St. Rank hold MAR as of Q1 2026.

  • Mount Yale Investment Advisors held 2,267 shares of Marriott International worth $742K as of Q1 2026.
  • Marriott International was a new Mount Yale Investment Advisors position in Q1 2026.
  • Marriott International made up 0.02% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #592 holding.
  • Mount Yale Investment Advisors first reported a position in Marriott International in Q3 2023 and has held it in 10 quarters since.
  • 1,635 funds tracked by Wall St. Rank held Marriott International as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.