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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

ProVise Management Group's MAR Position: Q1 2026 in Review

ProVise Management Group reduced its Marriott International (MAR) stake by 2.4% in Q1 2026, selling an estimated $5.59K and leaving 681 shares worth $223K. 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 5 quarters since. The position peaked at $407K in Q1 2022. 1,630 funds tracked by Wall St. Rank hold MAR as of Q1 2026.

ProVise Management Group held 681 shares of Marriott International worth $223K as of Q1 2026.
ProVise Management Group sold 17 Marriott International shares in Q1 2026, an estimated $5.59K.
Marriott International made up 0.02% of ProVise Management Group's portfolio in Q1 2026, its #248 holding.
ProVise Management Group first reported a position in Marriott International in Q4 2021 and has held it in 5 quarters since.
ProVise Management Group's Marriott International position peaked at $407K in Q1 2022.
1,630 funds tracked by Wall St. Rank held Marriott International as of Q1 2026.

Based on ProVise Management Group's 13F filing for Q1 2026, filed 7 May 2026.