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Oak Barrel Wealth Advisory’s Marriott International MAR Stock Holding History

Oak Barrel Wealth Advisory’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 		$760K Buy
+2,050
New +$756K 0.34% 41
2025
Q4 		$634K Buy
+2,043
New +$584K 0.38% 45

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 $3.37T AUM 44.26% 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

Oak Barrel Wealth Advisory's MAR Position: Q2 2026 in Review

Oak Barrel Wealth Advisory opened a new position in Marriott International (MAR) in Q2 2026: 2,050 shares worth $760K. The stake represents 0.34% of the portfolio and ranks #41 among its holdings. This is a return to the name: Oak Barrel Wealth Advisory previously reported a position in MAR as recently as Q4 2025.

Oak Barrel Wealth Advisory first reported a position in MAR in Q4 2025 and has held it in 2 quarters since. 1,742 funds tracked by Wall St. Rank hold MAR as of Q2 2026.

  • Oak Barrel Wealth Advisory held 2,050 shares of Marriott International worth $760K as of Q2 2026.
  • Marriott International was a new Oak Barrel Wealth Advisory position in Q2 2026.
  • Marriott International made up 0.34% of Oak Barrel Wealth Advisory's portfolio in Q2 2026, its #41 holding.
  • Oak Barrel Wealth Advisory first reported a position in Marriott International in Q4 2025 and has held it in 2 quarters since.
  • 1,742 funds tracked by Wall St. Rank held Marriott International as of Q2 2026.

Based on Oak Barrel Wealth Advisory's 13F filing for Q2 2026, filed 7 Aug 2026.