PlanVest Financial’s Marriott International MAR Stock Holding History

PlanVest 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	$129K	Hold	349	–	–	0.09%	135
2026 Q1	$114K	Buy	+349	New	+$115K	0.09%	128

Other funds holding MAR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

PlanVest Financial's MAR Position: Q2 2026 in Review

PlanVest Financial held its Marriott International (MAR) position steady in Q2 2026 at 349 shares worth $129K. The position accounts for 0.09% of the portfolio, ranked #135.

PlanVest Financial first reported a position in MAR in Q1 2026 and has held it in 2 quarters since. 1,651 funds tracked by Wall St. Rank hold MAR as of Q2 2026.

PlanVest Financial held 349 shares of Marriott International worth $129K as of Q2 2026.
PlanVest Financial left its Marriott International share count unchanged in Q2 2026.
Marriott International made up 0.09% of PlanVest Financial's portfolio in Q2 2026, its #135 holding.
PlanVest Financial first reported a position in Marriott International in Q1 2026 and has held it in 2 quarters since.
1,651 funds tracked by Wall St. Rank held Marriott International as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.