ProVise Management Group’s Marriott International MAR Stock Holding History

ProVise Management Group’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	$250K	Sell	675 -6	-0.9%	-$2.21K	0.02%	248
2026 Q1	$223K	Sell	681 -17	-2%	-$5.59K	0.02%	248
2025 Q4	$217K	Buy	+698	New	+$199K	0.02%	240
2022 Q3	–	Sell	-2,003	Closed	-$272K	–	329
2022 Q2	$272K	Sell	2,003 -315	-14%	-$52K	0.03%	270
2022 Q1	$407K	Hold	2,318	–	–	0.04%	246
2021 Q4	$383K	Buy	+2,318	New	+$365K	0.03%	265

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 $3.38T AUM 44.17% 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

ProVise Management Group's MAR Position: Q2 2026 in Review

ProVise Management Group reduced its Marriott International (MAR) stake by 0.88% in Q2 2026, selling an estimated $2.21K and leaving 675 shares worth $250K. The position accounts for 0.02% of the portfolio, ranked #248.

ProVise Management Group first reported a position in MAR in Q4 2021 and has held it in 6 quarters since. The position peaked at $407K in Q1 2022. 1,755 funds tracked by Wall St. Rank hold MAR as of Q2 2026.

ProVise Management Group held 675 shares of Marriott International worth $250K as of Q2 2026.
ProVise Management Group sold 6 Marriott International shares in Q2 2026, an estimated $2.21K.
Marriott International made up 0.02% of ProVise Management Group's portfolio in Q2 2026, its #248 holding.
ProVise Management Group first reported a position in Marriott International in Q4 2021 and has held it in 6 quarters since.
ProVise Management Group's Marriott International position peaked at $407K in Q1 2022.
1,755 funds tracked by Wall St. Rank held Marriott International as of Q2 2026.

Based on ProVise Management Group's 13F filing for Q2 2026, filed 3 Aug 2026.