MYIA
MAR icon

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
Q2 		$855K Buy
2,308
+41
+2% +$15.1K 0.02% 629
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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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

Mount Yale Investment Advisors's MAR Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its Marriott International (MAR) stake by 1.8% in Q2 2026, buying an estimated $15.1K and bringing the position to 2,308 shares worth $855K. The position accounts for 0.02% of the portfolio, ranked #629.

Mount Yale Investment Advisors first reported a position in MAR in Q3 2023 and has held it in 11 quarters since. 1,754 funds tracked by Wall St. Rank hold MAR as of Q2 2026.

  • Mount Yale Investment Advisors held 2,308 shares of Marriott International worth $855K as of Q2 2026.
  • Mount Yale Investment Advisors bought 41 Marriott International shares in Q2 2026, an estimated $15.1K.
  • Marriott International made up 0.02% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #629 holding.
  • Mount Yale Investment Advisors first reported a position in Marriott International in Q3 2023 and has held it in 11 quarters since.
  • 1,754 funds tracked by Wall St. Rank held Marriott International as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.