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Optimist Retirement Group’s Marriott International MAR Stock Holding History

Optimist Retirement Group’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 		$499K Buy
1,347
+61
+5% +$22.5K 0.19% 77
2026
Q1 		$421K Buy
1,286
+82
+7% +$27K 0.19% 69
2025
Q4 		$374K Hold
1,204
– – 0.17% 75
2025
Q3 		$314K Buy
1,204
+43
+4% +$11.5K 0.14% 82
2025
Q2 		$317K Buy
1,161
+123
+12% +$30.9K 0.15% 79
2025
Q1 		$247K Buy
1,038
+141
+16% +$38.3K 0.12% 85
2024
Q4 		$250K Buy
897
+3
+0.3% +$824 0.12% 87
2024
Q3 		$222K Buy
894
+64
+8% +$14.9K 0.1% 114
2024
Q2 		$201K Buy
830
+25
+3% +$6K 0.11% 112
2024
Q1 		$203K Buy
+805
New +$195K 0.1% 106

Other funds holding MAR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Optimist Retirement Group's MAR Position: Q2 2026 in Review

Optimist Retirement Group increased its Marriott International (MAR) stake by 4.7% in Q2 2026, buying an estimated $22.5K and bringing the position to 1,347 shares worth $499K. The position accounts for 0.19% of the portfolio, ranked #77.

Optimist Retirement Group first reported a position in MAR in Q1 2024 and has held it in 10 quarters since. 1,278 funds tracked by Wall St. Rank hold MAR as of Q2 2026.

  • Optimist Retirement Group held 1,347 shares of Marriott International worth $499K as of Q2 2026.
  • Optimist Retirement Group bought 61 Marriott International shares in Q2 2026, an estimated $22.5K.
  • Marriott International made up 0.19% of Optimist Retirement Group's portfolio in Q2 2026, its #77 holding.
  • Optimist Retirement Group first reported a position in Marriott International in Q1 2024 and has held it in 10 quarters since.
  • 1,278 funds tracked by Wall St. Rank held Marriott International as of Q2 2026.

Based on Optimist Retirement Group's 13F filing for Q2 2026, filed 10 Aug 2026.