UFPG
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United Financial Planning Group’s Marriott International MAR Stock Holding History

United Financial Planning Group’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 		$5.93K Hold
16
– – ﹤0.01% 344
2026
Q1 		$5.23K Buy
16
+15
+1,500% +$4.93K ﹤0.01% 306
2025
Q4 		$310 Buy
+1
New +$286 ﹤0.01% 434

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 $3.37T AUM 44.26% 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

United Financial Planning Group's MAR Position: Q2 2026 in Review

United Financial Planning Group held its Marriott International (MAR) position steady in Q2 2026 at 16 shares worth $5.93K. The position accounts for ﹤0.01% of the portfolio, ranked #344.

United Financial Planning Group first reported a position in MAR in Q4 2025 and has held it in 3 quarters since. 1,745 funds tracked by Wall St. Rank hold MAR as of Q2 2026.

  • United Financial Planning Group held 16 shares of Marriott International worth $5.93K as of Q2 2026.
  • United Financial Planning Group left its Marriott International share count unchanged in Q2 2026.
  • Marriott International made up ﹤0.01% of United Financial Planning Group's portfolio in Q2 2026, its #344 holding.
  • United Financial Planning Group first reported a position in Marriott International in Q4 2025 and has held it in 3 quarters since.
  • 1,745 funds tracked by Wall St. Rank held Marriott International as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.