SWM
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SHP Wealth Management’s Marriott International MAR Stock Holding History

SHP Wealth Management’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 		$363K Buy
979
+16
+2% +$5.9K 0.02% 215
2026
Q1 		$315K Buy
963
+23
+2% +$7.57K 0.02% 198
2025
Q4 		$292K Buy
+940
New +$269K 0.02% 206

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 $3.38T AUM 44.17% 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

SHP Wealth Management's MAR Position: Q2 2026 in Review

SHP Wealth Management increased its Marriott International (MAR) stake by 1.7% in Q2 2026, buying an estimated $5.9K and bringing the position to 979 shares worth $363K. The position accounts for 0.02% of the portfolio, ranked #215.

SHP Wealth Management first reported a position in MAR in Q4 2025 and has held it in 3 quarters since. 1,754 funds tracked by Wall St. Rank hold MAR as of Q2 2026.

  • SHP Wealth Management held 979 shares of Marriott International worth $363K as of Q2 2026.
  • SHP Wealth Management bought 16 Marriott International shares in Q2 2026, an estimated $5.9K.
  • Marriott International made up 0.02% of SHP Wealth Management's portfolio in Q2 2026, its #215 holding.
  • SHP Wealth Management first reported a position in Marriott International in Q4 2025 and has held it in 3 quarters since.
  • 1,754 funds tracked by Wall St. Rank held Marriott International as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.