NWWA
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New Wave Wealth Advisors’s Marriott International MAR Stock Holding History

New Wave Wealth 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
2025
Q1 		– Sell
-7
Closed -$1.95K – 443
2024
Q4 		$1.95K Buy
+7
New +$1.92K ﹤0.01% 553

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
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
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
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
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

New Wave Wealth Advisors's MAR Position: Q1 2025 in Review

New Wave Wealth Advisors sold out of Marriott International (MAR) in Q1 2025, closing a stake of 7 shares — an estimated $1.95K sold.

New Wave Wealth Advisors first reported a position in MAR in Q4 2024 and held it in 1 quarter. The position peaked at $1.95K in Q4 2024. 1,427 funds tracked by Wall St. Rank hold MAR as of Q1 2025.

  • New Wave Wealth Advisors reported no remaining Marriott International position as of Q1 2025 after selling out during the quarter.
  • New Wave Wealth Advisors sold 7 Marriott International shares in Q1 2025, an estimated $1.95K.
  • New Wave Wealth Advisors first reported a position in Marriott International in Q4 2024 and held it in 1 quarter.
  • New Wave Wealth Advisors's Marriott International position peaked at $1.95K in Q4 2024.
  • 1,427 funds tracked by Wall St. Rank held Marriott International as of Q1 2025.

Based on New Wave Wealth Advisors's 13F filing for Q1 2025, filed 25 Apr 2025.