Shepherd Financial Partners’s Marriott International MAR Stock Holding History

Shepherd 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 Q1	$380K	Sell	1,162 -66	-5%	-$21.7K	0.04%	181
2025 Q4	$381K	Sell	1,228 -15	-1%	-$4.29K	0.04%	183
2025 Q3	$324K	Hold	1,243	–	–	0.03%	198
2025 Q2	$339K	Buy	1,243 +11	+0.9%	+$2.76K	0.04%	189
2025 Q1	$294K	Buy	1,232 +60	+5%	+$16.3K	0.03%	190
2024 Q4	$327K	Hold	1,172	–	–	0.04%	172
2024 Q3	$291K	Buy	1,172 +1	+0.1%	+$233	0.04%	182
2024 Q2	$283K	Hold	1,171	–	–	0.04%	183
2024 Q1	$295K	Buy	1,171 +5	+0.4%	+$1.21K	0.04%	184
2023 Q4	$263K	Hold	1,166	–	–	0.04%	185
2023 Q3	$229K	Buy	1,166 +5	+0.4%	+$993	0.04%	179
2023 Q2	$213K	Buy	+1,161	New	+$201K	0.03%	178

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

Shepherd Financial Partners's MAR Position: Q1 2026 in Review

Shepherd Financial Partners reduced its Marriott International (MAR) stake by 5.4% in Q1 2026, selling an estimated $21.7K and leaving 1,162 shares worth $380K. The position accounts for 0.04% of the portfolio, ranked #181.

Shepherd Financial Partners first reported a position in MAR in Q2 2023 and has held it in 12 quarters since. The position peaked at $381K in Q4 2025. 1,630 funds tracked by Wall St. Rank hold MAR as of Q1 2026.

Shepherd Financial Partners held 1,162 shares of Marriott International worth $380K as of Q1 2026.
Shepherd Financial Partners sold 66 Marriott International shares in Q1 2026, an estimated $21.7K.
Marriott International made up 0.04% of Shepherd Financial Partners's portfolio in Q1 2026, its #181 holding.
Shepherd Financial Partners first reported a position in Marriott International in Q2 2023 and has held it in 12 quarters since.
Shepherd Financial Partners's Marriott International position peaked at $381K in Q4 2025.
1,630 funds tracked by Wall St. Rank held Marriott International as of Q1 2026.

Based on Shepherd Financial Partners's 13F filing for Q1 2026, filed 11 May 2026.