Strategic Wealth Investment Group’s Marriott International MAR Stock Holding History

Strategic Wealth Investment Group’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 Q1	$233K	Sell	713 -6	-0.8%	-$1.97K	0.03%	90
2025 Q4	$223K	Buy	+719	New	+$205K	0.03%	89
2025 Q1	–	Sell	-850	Closed	-$237K	–	86
2024 Q4	$237K	Hold	850	–	–	0.03%	124
2024 Q3	$209K	Sell	850 -185	-18%	-$43.1K	0.02%	128
2024 Q2	$248K	Buy	+1,035	New	+$248K	0.03%	119
2023 Q4	$204K	Buy	+906	New	+$184K	0.03%	127
2021 Q1	–	Sell	-7,886	Closed	-$1.04M	–	84
2020 Q4	$1.04M	Sell	7,886 -365	-4%	-$41.7K	0.61%	41
2020 Q3	$764K	Buy	8,251 +1,880	+30%	+$177K	0.57%	46
2020 Q2	$546K	Buy	+6,371	New	+$553K	0.53%	47

Other funds holding MAR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Strategic Wealth Investment Group's MAR Position: Q1 2026 in Review

Strategic Wealth Investment Group reduced its Marriott International (MAR) stake by 0.83% in Q1 2026, selling an estimated $1.97K and leaving 713 shares worth $233K. The position accounts for 0.03% of the portfolio, ranked #90.

Strategic Wealth Investment Group first reported a position in MAR in Q2 2020 and has held it in 9 quarters since. The position peaked at $1.04M in Q4 2020. 1,632 funds tracked by Wall St. Rank hold MAR as of Q1 2026.

Strategic Wealth Investment Group held 713 shares of Marriott International worth $233K as of Q1 2026.
Strategic Wealth Investment Group sold 6 Marriott International shares in Q1 2026, an estimated $1.97K.
Marriott International made up 0.03% of Strategic Wealth Investment Group's portfolio in Q1 2026, its #90 holding.
Strategic Wealth Investment Group first reported a position in Marriott International in Q2 2020 and has held it in 9 quarters since.
Strategic Wealth Investment Group's Marriott International position peaked at $1.04M in Q4 2020.
1,632 funds tracked by Wall St. Rank held Marriott International as of Q1 2026.

Based on Strategic Wealth Investment Group's 13F filing for Q1 2026, filed 11 May 2026.