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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
Q2 		$2.67K Sell
7
-16
-70% -$5.9K ﹤0.01% 857
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

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 $3.38T AUM 44.17% 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

Synergy Investment Management's MAR Position: Q2 2026 in Review

Synergy Investment Management reduced its Marriott International (MAR) stake by 70% in Q2 2026, selling an estimated $5.9K and leaving 7 shares worth $2.67K. The position accounts for ﹤0.01% of the portfolio, ranked #857.

Synergy Investment Management first reported a position in MAR in Q1 2025 and has held it in 3 quarters since. The position peaked at $7.55K in Q1 2026. 1,757 funds tracked by Wall St. Rank hold MAR as of Q2 2026.

  • Synergy Investment Management held 7 shares of Marriott International worth $2.67K as of Q2 2026.
  • Synergy Investment Management sold 16 Marriott International shares in Q2 2026, an estimated $5.9K.
  • Marriott International made up ﹤0.01% of Synergy Investment Management's portfolio in Q2 2026, its #857 holding.
  • Synergy Investment Management first reported a position in Marriott International in Q1 2025 and has held it in 3 quarters since.
  • Synergy Investment Management's Marriott International position peaked at $7.55K in Q1 2026.
  • 1,757 funds tracked by Wall St. Rank held Marriott International as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.