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TrueWealth Advisors’s Marriott International MAR Stock Holding History

TrueWealth Advisors’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
Q3 		– Sell
-1,085
Closed -$402K – 247
2026
Q2 		$402K Buy
+1,085
New +$400K 0.09% 167

Other funds holding MAR

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Robeco Institutional Asset Management
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Harbor Investment Advisory
Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Quilter Plc
Quilter Plc London, United Kingdom $6.95B AUM 39.67% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Heritage Investors Management Corp
Heritage Investors Management Corp Bethesda, Maryland $3.52B AUM 30.22% 1-Year Est. Return

TrueWealth Advisors's MAR Position: Q3 2026 in Review

TrueWealth Advisors sold out of Marriott International (MAR) in Q3 2026, closing a stake of 1,085 shares — an estimated $402K sold.

TrueWealth Advisors first reported a position in MAR in Q2 2026 and held it in 1 quarter. The position peaked at $402K in Q2 2026. 737 funds tracked by Wall St. Rank hold MAR as of Q3 2026.

  • TrueWealth Advisors reported no remaining Marriott International position as of Q3 2026 after selling out during the quarter.
  • TrueWealth Advisors sold 1,085 Marriott International shares in Q3 2026, an estimated $402K.
  • TrueWealth Advisors first reported a position in Marriott International in Q2 2026 and held it in 1 quarter.
  • TrueWealth Advisors's Marriott International position peaked at $402K in Q2 2026.
  • 737 funds tracked by Wall St. Rank held Marriott International as of Q3 2026.

Based on TrueWealth Advisors's 13F filing for Q3 2026, filed 9 Oct 2026.