SWA
MAR icon

SOA Wealth Advisors’s Marriott International MAR Stock Holding History

SOA Wealth Advisors’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 		$37.3K Sell
101
-746
-88% -$275K 0.01% 438
2026
Q1 		$277K Buy
847
+45
+6% +$14.8K 0.05% 164
2025
Q4 		$249K Buy
802
+2
+0.3% +$571 0.04% 182
2025
Q3 		$208K Buy
800
+700
+700% +$188K 0.04% 201
2025
Q2 		$27.2K Buy
100
+1
+1% +$251 0.01% 454
2025
Q1 		$23.7K Hold
99
– – ﹤0.01% 446
2024
Q4 		$27.7K Hold
99
– – 0.01% 404
2024
Q3 		$24.6K Hold
99
– – ﹤0.01% 418
2024
Q2 		$23.9K Buy
99
+1
+1% +$240 ﹤0.01% 416
2024
Q1 		$24.8K Hold
98
– – 0.01% 408
2023
Q4 		$22.1K Hold
98
– – ﹤0.01% 412
2023
Q3 		$19.2K Buy
98
+1
+1% +$199 ﹤0.01% 428
2023
Q2 		$17.9K Hold
97
– – ﹤0.01% 450
2023
Q1 		$16.1K Hold
97
– – ﹤0.01% 462
2022
Q4 		$14.4K Hold
97
– – ﹤0.01% 463
2022
Q3 		$13K Hold
97
– – ﹤0.01% 469
2022
Q2 		$13K Hold
97
– – ﹤0.01% 453
2022
Q1 		$17K Hold
97
– – ﹤0.01% 495
2021
Q4 		$15K Sell
97
-150
-61% -$23.6K ﹤0.01% 499
2021
Q3 		$36K Sell
247
-200
-45% -$27.9K 0.01% 360
2021
Q2 		$61K Buy
447
+350
+361% +$50.5K 0.02% 283
2021
Q1 		$14K Hold
97
– – ﹤0.01% 460
2020
Q4 		$12K Buy
+97
New +$11.1K ﹤0.01% 480

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

SOA Wealth Advisors's MAR Position: Q2 2026 in Review

SOA Wealth Advisors reduced its Marriott International (MAR) stake by 88% in Q2 2026, selling an estimated $275K and leaving 101 shares worth $37.3K. The position accounts for 0.01% of the portfolio, ranked #438.

SOA Wealth Advisors first reported a position in MAR in Q4 2020 and has held it in 23 quarters since. The position peaked at $277K in Q1 2026. 1,748 funds tracked by Wall St. Rank hold MAR as of Q2 2026.

  • SOA Wealth Advisors held 101 shares of Marriott International worth $37.3K as of Q2 2026.
  • SOA Wealth Advisors sold 746 Marriott International shares in Q2 2026, an estimated $275K.
  • Marriott International made up 0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #438 holding.
  • SOA Wealth Advisors first reported a position in Marriott International in Q4 2020 and has held it in 23 quarters since.
  • SOA Wealth Advisors's Marriott International position peaked at $277K in Q1 2026.
  • 1,748 funds tracked by Wall St. Rank held Marriott International as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.