UCFA
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United Capital Financial Advisors’s Marriott International MAR Stock Holding History

United Capital Financial 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
2025
Q2 		– Sell
-1,000
Closed -$238K – 1119
2025
Q1 		$238K Buy
+1,000
New +$272K ﹤0.01% 957

Other funds holding MAR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

United Capital Financial Advisors's MAR Position: Q1 2026 in Review

United Capital Financial Advisors reduced its Marriott International (MAR) stake by 1.7% in Q1 2026, selling an estimated $64.8K and leaving 11,574 shares worth $3.79M. The position accounts for 0.02% of the portfolio, ranked #420.

United Capital Financial Advisors first reported a position in MAR in Q2 2013 and has held it in 52 quarters since. The position peaked at $14.9M in Q4 2017. 1,638 funds tracked by Wall St. Rank hold MAR as of Q1 2026.

  • United Capital Financial Advisors held 11,574 shares of Marriott International worth $3.79M as of Q1 2026.
  • United Capital Financial Advisors sold 197 Marriott International shares in Q1 2026, an estimated $64.8K.
  • Marriott International made up 0.02% of United Capital Financial Advisors's portfolio in Q1 2026, its #420 holding.
  • United Capital Financial Advisors first reported a position in Marriott International in Q2 2013 and has held it in 52 quarters since.
  • United Capital Financial Advisors's Marriott International position peaked at $14.9M in Q4 2017.
  • 1,638 funds tracked by Wall St. Rank held Marriott International as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.