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
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 0.45% 77
2024
Q4 		$646K Buy
+2,317
New +$636K 0.48% 53

Other funds holding MAR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Optimize Financial's MAR Position: Q1 2026 in Review

Optimize Financial reduced its Marriott International (MAR) stake by 13% in Q1 2026, selling an estimated $101K and leaving 1,978 shares worth $647K. The position accounts for 0.32% of the portfolio, ranked #49.

Optimize Financial first reported a position in MAR in Q4 2024 and has held it in 6 quarters since. The position peaked at $711K in Q2 2025. 1,630 funds tracked by Wall St. Rank hold MAR as of Q1 2026.

  • Optimize Financial held 1,978 shares of Marriott International worth $647K as of Q1 2026.
  • Optimize Financial sold 306 Marriott International shares in Q1 2026, an estimated $101K.
  • Marriott International made up 0.32% of Optimize Financial's portfolio in Q1 2026, its #49 holding.
  • Optimize Financial first reported a position in Marriott International in Q4 2024 and has held it in 6 quarters since.
  • Optimize Financial's Marriott International position peaked at $711K in Q2 2025.
  • 1,630 funds tracked by Wall St. Rank held Marriott International as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.