SWM
MAR icon

Stonebridge Wealth Management’s Marriott International MAR Stock Holding History

Stonebridge 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 		$259K Hold
700
– – 0.23% 34
2026
Q1 		$229K Hold
700
– – 0.22% 34
2025
Q4 		$217K Buy
+700
New +$200K 0.21% 35

Other funds holding MAR

HIA
Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
CF
Covea Finance Paris, France $3.17B AUM 35.01% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
SWM
Segment Wealth Management Houston, Texas $1.93B AUM 29.24% 1-Year Est. Return
CAM
Cidel Asset Management Toronto, Ontario, Ontario, Canada $2.08B AUM 24.89% 1-Year Est. Return
AHB
Abner Herrman & Brock Jersey City, New Jersey $1.05B AUM 42.66% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.64B AUM 51.51% 1-Year Est. Return

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

Stonebridge Wealth Management held its Marriott International (MAR) position steady in Q2 2026 at 700 shares worth $259K. The position accounts for 0.23% of the portfolio, ranked #34.

Stonebridge Wealth Management first reported a position in MAR in Q4 2025 and has held it in 3 quarters since. 276 funds tracked by Wall St. Rank hold MAR as of Q2 2026.

  • Stonebridge Wealth Management held 700 shares of Marriott International worth $259K as of Q2 2026.
  • Stonebridge Wealth Management left its Marriott International share count unchanged in Q2 2026.
  • Marriott International made up 0.23% of Stonebridge Wealth Management's portfolio in Q2 2026, its #34 holding.
  • Stonebridge Wealth Management first reported a position in Marriott International in Q4 2025 and has held it in 3 quarters since.
  • 276 funds tracked by Wall St. Rank held Marriott International as of Q2 2026.

Based on Stonebridge Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.