NFA
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Northwest Financial Advisors’s Marriott International MAR Stock Holding History

Northwest Financial 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
Q4 		– Sell
-996
Closed -$259K – 81
2025
Q3 		$259K Buy
996
+2
+0.2% +$537 0.33% 81
2025
Q2 		$272K Sell
994
-401
-29% -$101K 0.38% 69
2025
Q1 		$332K Sell
1,395
-63
-4% -$17.1K 0.28% 81
2024
Q4 		$407K Buy
1,458
+68
+5% +$18.7K 0.34% 68
2024
Q3 		$346K Buy
1,390
+2
+0.1% +$466 0.28% 71
2024
Q2 		$336K Buy
1,388
+4
+0.3% +$960 0.34% 67
2024
Q1 		$349K Hold
1,384
– – 0.38% 64
2023
Q4 		$312K Buy
+1,384
New +$281K 0.27% 63

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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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return