Summit Wealth Partners’s Marriott International MAR Stock Holding History

Summit Wealth Partners’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	$908K	Hold	2,450	–	–	0.13%	114
2026 Q1	$801K	Buy	2,450 +1,450	+145%	+$477K	0.13%	121
2025 Q4	$310K	Hold	1,000	–	–	0.06%	164
2025 Q3	$260K	Hold	1,000	–	–	0.05%	188
2025 Q2	$273K	Hold	1,000	–	–	0.05%	185
2025 Q1	$238K	Hold	1,000	–	–	0.05%	191
2024 Q4	$279K	Hold	1,000	–	–	0.06%	169
2024 Q3	$249K	Hold	1,000	–	–	0.05%	211
2024 Q2	$242K	Hold	1,000	–	–	0.05%	203
2024 Q1	$252K	Hold	1,000	–	–	0.05%	197
2023 Q4	$226K	Buy	+1,000	New	+$203K	0.05%	196

Other funds holding MAR

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

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 Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Summit Wealth Partners's MAR Position: Q2 2026 in Review

Summit Wealth Partners held its Marriott International (MAR) position steady in Q2 2026 at 2,450 shares worth $908K. The position accounts for 0.13% of the portfolio, ranked #114.

Summit Wealth Partners first reported a position in MAR in Q4 2023 and has held it in 11 quarters since. 845 funds tracked by Wall St. Rank hold MAR as of Q2 2026.

Summit Wealth Partners held 2,450 shares of Marriott International worth $908K as of Q2 2026.
Summit Wealth Partners left its Marriott International share count unchanged in Q2 2026.
Marriott International made up 0.13% of Summit Wealth Partners's portfolio in Q2 2026, its #114 holding.
Summit Wealth Partners first reported a position in Marriott International in Q4 2023 and has held it in 11 quarters since.
845 funds tracked by Wall St. Rank held Marriott International as of Q2 2026.

Based on Summit Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.