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Root Financial Partners’s Marriott International MAR Stock Holding History

Root Financial Partners’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 		– Sell
-221
Closed -$72.3K – 2012
2026
Q1 		$72.3K Sell
221
-13
-6% -$4.28K ﹤0.01% 709
2025
Q4 		$72.6K Buy
234
+77
+49% +$22K ﹤0.01% 583
2025
Q3 		$40.9K Buy
+157
New +$42.2K ﹤0.01% 744

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

Root Financial Partners's MAR Position: Q2 2026 in Review

Root Financial Partners sold out of Marriott International (MAR) in Q2 2026, closing a stake of 221 shares — an estimated $72.3K sold.

Root Financial Partners first reported a position in MAR in Q3 2025 and held it in 3 quarters. The position peaked at $72.6K in Q4 2025. 1,745 funds tracked by Wall St. Rank hold MAR as of Q2 2026.

  • Root Financial Partners reported no remaining Marriott International position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 221 Marriott International shares in Q2 2026, an estimated $72.3K.
  • Root Financial Partners first reported a position in Marriott International in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Marriott International position peaked at $72.6K in Q4 2025.
  • 1,745 funds tracked by Wall St. Rank held Marriott International as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.