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Octavia Wealth Advisors’s Marriott International MAR Stock Holding History

Octavia 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
2026
Q2 		$397K Buy
1,071
+36
+3% +$13.3K 0.03% 147
2026
Q1 		$339K Sell
1,035
-2
-0.2% -$658 0.03% 170
2025
Q4 		$320K Sell
1,037
-94
-8% -$26.9K 0.03% 183
2025
Q3 		$294K Buy
1,131
+84
+8% +$22.6K 0.03% 196
2025
Q2 		$286K Buy
1,047
+17
+2% +$4.26K 0.03% 168
2025
Q1 		$245K Sell
1,030
-28
-3% -$7.61K 0.03% 196
2024
Q4 		$295K Sell
1,058
-1
-0.1% -$275 0.04% 166
2024
Q3 		$263K Sell
1,059
-121
-10% -$28.2K 0.03% 183
2024
Q2 		$285K Buy
1,180
+65
+6% +$15.6K 0.04% 172
2024
Q1 		$281K Buy
1,115
+1
+0.1% +$242 0.04% 174
2023
Q4 		$251K Sell
1,114
-1,019
-48% -$207K 0.04% 191
2023
Q3 		$419K Buy
2,133
+111
+5% +$22.1K 0.08% 111
2023
Q2 		$371K Buy
2,022
+640
+46% +$111K 0.08% 121
2023
Q1 		$229K Sell
1,382
-59
-4% -$9.83K 0.05% 163
2022
Q4 		$214K Buy
1,441
+7
+0.5% +$1.08K 0.05% 171
2022
Q3 		$201K Buy
+1,434
New +$219K 0.05% 166
2022
Q2 		– Sell
-1,424
Closed -$250K – 177
2022
Q1 		$250K Sell
1,424
-1,256
-47% -$209K 0.06% 161
2021
Q4 		$443K Buy
2,680
+765
+40% +$120K 0.1% 112
2021
Q3 		$283K Sell
1,915
-765
-29% -$107K 0.07% 137
2021
Q2 		$366K Hold
2,680
– – 0.1% 113
2021
Q1 		$397K Buy
2,680
+76
+3% +$10.4K 0.12% 110
2020
Q4 		$344K Buy
+2,604
New +$297K 0.11% 118

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

Octavia Wealth Advisors's MAR Position: Q2 2026 in Review

Octavia Wealth Advisors increased its Marriott International (MAR) stake by 3.5% in Q2 2026, buying an estimated $13.3K and bringing the position to 1,071 shares worth $397K. The position accounts for 0.03% of the portfolio, ranked #147.

Octavia Wealth Advisors first reported a position in MAR in Q4 2020 and has held it in 22 quarters since. The position peaked at $443K in Q4 2021. 1,737 funds tracked by Wall St. Rank hold MAR as of Q2 2026.

  • Octavia Wealth Advisors held 1,071 shares of Marriott International worth $397K as of Q2 2026.
  • Octavia Wealth Advisors bought 36 Marriott International shares in Q2 2026, an estimated $13.3K.
  • Marriott International made up 0.03% of Octavia Wealth Advisors's portfolio in Q2 2026, its #147 holding.
  • Octavia Wealth Advisors first reported a position in Marriott International in Q4 2020 and has held it in 22 quarters since.
  • Octavia Wealth Advisors's Marriott International position peaked at $443K in Q4 2021.
  • 1,737 funds tracked by Wall St. Rank held Marriott International as of Q2 2026.

Based on Octavia Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.