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Total Wealth Planning & Management’s Marriott International MAR Stock Holding History

Total Wealth Planning & 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 		$337K Hold
909
– – 0.23% 151
2026
Q1 		$297K Hold
909
– – 0.22% 159
2025
Q4 		$282K Buy
+909
New +$260K 0.21% 170
2025
Q2 		$248K Hold
909
– – 0.2% 177
2025
Q1 		$217K Hold
909
– – 0.21% 167
2024
Q4 		$254K Buy
+909
New +$250K 0.23% 158

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

Total Wealth Planning & Management's MAR Position: Q2 2026 in Review

Total Wealth Planning & Management held its Marriott International (MAR) position steady in Q2 2026 at 909 shares worth $337K. The position accounts for 0.23% of the portfolio, ranked #151.

Total Wealth Planning & Management first reported a position in MAR in Q4 2024 and has held it in 6 quarters since. 1,755 funds tracked by Wall St. Rank hold MAR as of Q2 2026.

  • Total Wealth Planning & Management held 909 shares of Marriott International worth $337K as of Q2 2026.
  • Total Wealth Planning & Management left its Marriott International share count unchanged in Q2 2026.
  • Marriott International made up 0.23% of Total Wealth Planning & Management's portfolio in Q2 2026, its #151 holding.
  • Total Wealth Planning & Management first reported a position in Marriott International in Q4 2024 and has held it in 6 quarters since.
  • 1,755 funds tracked by Wall St. Rank held Marriott International as of Q2 2026.

Based on Total Wealth Planning & Management's 13F filing for Q2 2026, filed 28 Jul 2026.