OF
MAR icon

Optimize Financial’s Marriott International MAR Stock Holding History

Optimize Financial’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 		$731K Sell
1,972
-6
-0.3% -$2.21K 0.26% 53
2026
Q1 		$647K Sell
1,978
-306
-13% -$101K 0.32% 49
2025
Q4 		$709K Buy
2,284
+32
+1% +$9.14K 0.36% 65
2025
Q3 		$587K Sell
2,252
-349
-13% -$93.7K 0.31% 75
2025
Q2 		$711K Sell
2,601
-18
-0.7% -$4.51K 0.43% 64
2025
Q1 		$624K Buy
2,619
+302
+13% +$82.1K 0.23% 79
2024
Q4 		$646K Buy
+2,317
New +$636K 0.48% 53

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

Optimize Financial's MAR Position: Q2 2026 in Review

Optimize Financial reduced its Marriott International (MAR) stake by 0.3% in Q2 2026, selling an estimated $2.21K and leaving 1,972 shares worth $731K. The position accounts for 0.26% of the portfolio, ranked #53.

Optimize Financial first reported a position in MAR in Q4 2024 and has held it in 7 quarters since. 1,748 funds tracked by Wall St. Rank hold MAR as of Q2 2026.

  • Optimize Financial held 1,972 shares of Marriott International worth $731K as of Q2 2026.
  • Optimize Financial sold 6 Marriott International shares in Q2 2026, an estimated $2.21K.
  • Marriott International made up 0.26% of Optimize Financial's portfolio in Q2 2026, its #53 holding.
  • Optimize Financial first reported a position in Marriott International in Q4 2024 and has held it in 7 quarters since.
  • 1,748 funds tracked by Wall St. Rank held Marriott International as of Q2 2026.

Based on Optimize Financial's 13F filing for Q2 2026, filed 27 Aug 2026.