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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
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

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

Perigon Wealth Management's MAR Position: Q2 2026 in Review

Perigon Wealth Management reduced its Marriott International (MAR) stake by 0.57% in Q2 2026, selling an estimated $5.9K and leaving 2,785 shares worth $1.03M. The position accounts for 0.02% of the portfolio, ranked #582.

Perigon Wealth Management first reported a position in MAR in Q4 2020 and has held it in 16 quarters since. 1,748 funds tracked by Wall St. Rank hold MAR as of Q2 2026.

  • Perigon Wealth Management held 2,785 shares of Marriott International worth $1.03M as of Q2 2026.
  • Perigon Wealth Management sold 16 Marriott International shares in Q2 2026, an estimated $5.9K.
  • Marriott International made up 0.02% of Perigon Wealth Management's portfolio in Q2 2026, its #582 holding.
  • Perigon Wealth Management first reported a position in Marriott International in Q4 2020 and has held it in 16 quarters since.
  • 1,748 funds tracked by Wall St. Rank held Marriott International as of Q2 2026.

Based on Perigon Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.