Perigon Wealth Management
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Perigon Wealth Management’s Marriott International MAR Stock Holding History

Perigon Wealth Management’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
Q3 		$1.04M Buy
2,919
+134
+5% +$47.7K 0.02% 591
2026
Q2 		$1.03M Sell
2,785
-16
-0.6% -$5.9K 0.02% 582
2026
Q1 		$916K Sell
2,801
-90
-3% -$29.6K 0.02% 563
2025
Q4 		$897K Buy
2,891
+49
+2% +$14K 0.02% 585
2025
Q3 		$740K Buy
2,842
+360
+15% +$96.7K 0.02% 602
2025
Q2 		$678K Sell
2,482
-113
-4% -$28.3K 0.02% 592
2025
Q1 		$618K Sell
2,595
-172
-6% -$46.8K 0.02% 578
2024
Q4 		$764K Buy
2,767
+353
+15% +$96.9K 0.02% 517
2024
Q3 		$600K Sell
2,414
-162
-6% -$37.7K 0.02% 563
2024
Q2 		$623K Sell
2,576
-43
-2% -$10.3K 0.02% 480
2024
Q1 		$661K Buy
2,619
+150
+6% +$36.3K 0.02% 471
2023
Q4 		$557K Sell
2,469
-6
-0.2% -$1.22K 0.02% 470
2023
Q3 		$486K Sell
2,475
-36
-1% -$7.15K 0.02% 448
2023
Q2 		$461K Buy
2,511
+559
+29% +$97K 0.02% 479
2023
Q1 		$324K Buy
1,952
+29
+2% +$4.83K 0.02% 517
2022
Q4 		$286K Buy
+1,923
New +$296K 0.02% 542
2021
Q1 		– Sell
-343
Closed -$45K – 807
2020
Q4 		$45K Buy
+343
New +$39.2K 0.01% 778

Other funds holding MAR

Parnassus Investments
Parnassus Investments San Francisco, California $33.8B AUM 31.08% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Harbor Investment Advisory
Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Quilter Plc
Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return
Heritage Investors Management Corp
Heritage Investors Management Corp Bethesda, Maryland $3.52B AUM 30.22% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

Perigon Wealth Management's MAR Position: Q3 2026 in Review

Perigon Wealth Management increased its Marriott International (MAR) stake by 4.8% in Q3 2026, buying an estimated $47.7K and bringing the position to 2,919 shares worth $1.04M. The position accounts for 0.02% of the portfolio, ranked #591.

Perigon Wealth Management first reported a position in MAR in Q4 2020 and has held it in 17 quarters since. 684 funds tracked by Wall St. Rank hold MAR as of Q3 2026.

  • Perigon Wealth Management held 2,919 shares of Marriott International worth $1.04M as of Q3 2026.
  • Perigon Wealth Management bought 134 Marriott International shares in Q3 2026, an estimated $47.7K.
  • Marriott International made up 0.02% of Perigon Wealth Management's portfolio in Q3 2026, its #591 holding.
  • Perigon Wealth Management first reported a position in Marriott International in Q4 2020 and has held it in 17 quarters since.
  • 684 funds tracked by Wall St. Rank held Marriott International as of Q3 2026.

Based on Perigon Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.