SWIM
MAR icon

Smallwood Wealth Investment Management’s Marriott International MAR Stock Holding History

Smallwood Wealth Investment 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 		$14.8K Hold
40
– – 0.01% 301
2026
Q1 		$13.1K Hold
40
– – 0.01% 305
2025
Q4 		$12.4K Sell
40
-125
-76% -$35.7K 0.01% 296
2025
Q3 		$43K Buy
165
+125
+313% +$33.6K 0.02% 191
2025
Q2 		$10.9K Hold
40
– – 0.01% 307
2025
Q1 		$9.53K Buy
+40
New +$10.9K 0.01% 313

Other funds holding MAR

Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
QP
Quilter Plc London, United Kingdom $6.65B AUM 37.83% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $6.78B AUM 31.6% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Smallwood Wealth Investment Management's MAR Position: Q2 2026 in Review

Smallwood Wealth Investment Management held its Marriott International (MAR) position steady in Q2 2026 at 40 shares worth $14.8K. The position accounts for 0.01% of the portfolio, ranked #301.

Smallwood Wealth Investment Management first reported a position in MAR in Q1 2025 and has held it in 6 quarters since. The position peaked at $43K in Q3 2025. 741 funds tracked by Wall St. Rank hold MAR as of Q2 2026.

  • Smallwood Wealth Investment Management held 40 shares of Marriott International worth $14.8K as of Q2 2026.
  • Smallwood Wealth Investment Management left its Marriott International share count unchanged in Q2 2026.
  • Marriott International made up 0.01% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #301 holding.
  • Smallwood Wealth Investment Management first reported a position in Marriott International in Q1 2025 and has held it in 6 quarters since.
  • Smallwood Wealth Investment Management's Marriott International position peaked at $43K in Q3 2025.
  • 741 funds tracked by Wall St. Rank held Marriott International as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.