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Synergy Investment Management’s Marriott International MAR Stock Holding History

Synergy 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
Q1 		$7.55K Buy
+23
New +$7.57K ﹤0.01% 531
2025
Q2 		– Sell
-9
Closed -$2.14K – 374
2025
Q1 		$2.14K Buy
+9
New +$2.45K ﹤0.01% 538

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Synergy Investment Management's MAR Position: Q1 2026 in Review

Synergy Investment Management opened a new position in Marriott International (MAR) in Q1 2026: 23 shares worth $7.55K. The stake represents ﹤0.01% of the portfolio and ranks #531 among its holdings. This is a return to the name: Synergy Investment Management previously reported a position in MAR as recently as Q1 2025.

Synergy Investment Management first reported a position in MAR in Q1 2025 and has held it in 2 quarters since. 1,630 funds tracked by Wall St. Rank hold MAR as of Q1 2026.

  • Synergy Investment Management held 23 shares of Marriott International worth $7.55K as of Q1 2026.
  • Marriott International was a new Synergy Investment Management position in Q1 2026.
  • Marriott International made up ﹤0.01% of Synergy Investment Management's portfolio in Q1 2026, its #531 holding.
  • Synergy Investment Management first reported a position in Marriott International in Q1 2025 and has held it in 2 quarters since.
  • 1,630 funds tracked by Wall St. Rank held Marriott International as of Q1 2026.

Based on Synergy Investment Management's 13F filing for Q1 2026, filed 15 May 2026.