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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
Q2 		$433K Buy
1,169
+7
+0.6% +$2.58K 0.04% 177
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
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

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

Shepherd Financial Partners increased its Marriott International (MAR) stake by 0.6% in Q2 2026, buying an estimated $2.58K and bringing the position to 1,169 shares worth $433K. The position accounts for 0.04% of the portfolio, ranked #177.

Shepherd Financial Partners first reported a position in MAR in Q2 2023 and has held it in 13 quarters since. 1,749 funds tracked by Wall St. Rank hold MAR as of Q2 2026.

  • Shepherd Financial Partners held 1,169 shares of Marriott International worth $433K as of Q2 2026.
  • Shepherd Financial Partners bought 7 Marriott International shares in Q2 2026, an estimated $2.58K.
  • Marriott International made up 0.04% of Shepherd Financial Partners's portfolio in Q2 2026, its #177 holding.
  • Shepherd Financial Partners first reported a position in Marriott International in Q2 2023 and has held it in 13 quarters since.
  • 1,749 funds tracked by Wall St. Rank held Marriott International as of Q2 2026.

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