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Valeo Financial Advisors’s Marriott International MAR Stock Holding History

Valeo 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
2026
Q3 		$1.41M Sell
3,962
-217
-5% -$77.3K 0.03% 249
2026
Q2 		$1.55M Buy
4,179
+675
+19% +$249K 0.03% 228
2026
Q1 		$1.15M Sell
3,504
-1,268
-27% -$417K 0.03% 247
2025
Q4 		$1.48M Buy
4,772
+120
+3% +$34.3K 0.03% 219
2025
Q3 		$1.21M Sell
4,652
-103
-2% -$27.7K 0.03% 263
2025
Q2 		$1.3M Buy
4,755
+602
+14% +$151K 0.03% 241
2025
Q1 		$989K Buy
4,153
+97
+2% +$26.4K 0.03% 265
2024
Q4 		$1.13M Sell
4,056
-28
-0.7% -$7.69K 0.03% 237
2024
Q3 		$1.02M Buy
4,084
+1,198
+42% +$279K 0.03% 260
2024
Q2 		$698K Buy
2,886
+52
+2% +$12.5K 0.02% 300
2024
Q1 		$692K Buy
2,834
+635
+29% +$154K 0.02% 294
2023
Q4 		$496K Buy
2,199
+597
+37% +$121K 0.02% 368
2023
Q3 		$315K Buy
1,602
+410
+34% +$81.4K 0.01% 447
2023
Q2 		$219K Buy
+1,192
New +$207K 0.01% 519
2022
Q2 		– Sell
-390
Closed -$69K – 598
2022
Q1 		$69K Buy
+390
New +$64.8K ﹤0.01% 588
2021
Q4 		– Sell
-233
Closed -$35K – 617
2021
Q3 		$35K Buy
+233
New +$32.5K ﹤0.01% 562
2021
Q2 		– Sell
-201
Closed -$30K – 1261
2021
Q1 		$30K Buy
201
+3
+2% +$410 ﹤0.01% 1031
2020
Q4 		$26K Buy
198
+173
+692% +$19.8K ﹤0.01% 960
2020
Q3 		$2K Sell
25
-112
-82% -$10.6K ﹤0.01% 1412
2020
Q2 		$12K Buy
137
+25
+22% +$2.17K ﹤0.01% 1230
2020
Q1 		$9K Buy
112
+15
+15% +$1.87K ﹤0.01% 1131
2019
Q4 		$15K Hold
97
– – ﹤0.01% 984
2019
Q3 		$12K Buy
97
+19
+24% +$2.52K ﹤0.01% 979
2019
Q2 		$11K Buy
+78
New +$10.3K ﹤0.01% 1000
2018
Q4 		– Sell
-46
Closed -$5K – 1621
2018
Q3 		$5K Sell
46
-91
-66% -$11.6K ﹤0.01% 1197
2018
Q2 		$16K Sell
137
-849
-86% -$115K ﹤0.01% 822
2018
Q1 		$134K Buy
986
+248
+34% +$34.8K 0.02% 313
2017
Q4 		$100K Buy
738
+580
+367% +$71.2K 0.02% 340
2017
Q3 		$17K Buy
+158
New +$16.3K ﹤0.01% 588

Other funds holding MAR

BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
ANBT
American National Bank & Trust Wichita Falls, Texas $1.09B AUM 26.59% 1-Year Est. Return
LC
Lincoln Capital Lincoln, Nebraska $570M AUM 10.88% 1-Year Est. Return
WC
Westwind Capital Las Cruces, New Mexico $426M AUM 21.56% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
VIP
Vista Investment Partners Oklahoma City, Oklahoma $384M AUM 29.24% 1-Year Est. Return

Valeo Financial Advisors's MAR Position: Q3 2026 in Review

Valeo Financial Advisors reduced its Marriott International (MAR) stake by 5.2% in Q3 2026, selling an estimated $77.3K and leaving 3,962 shares worth $1.41M. The position accounts for 0.03% of the portfolio, ranked #249.

Valeo Financial Advisors first reported a position in MAR in Q3 2017 and has held it in 29 quarters since. The position peaked at $1.55M in Q2 2026. 72 funds tracked by Wall St. Rank hold MAR as of Q3 2026.

  • Valeo Financial Advisors held 3,962 shares of Marriott International worth $1.41M as of Q3 2026.
  • Valeo Financial Advisors sold 217 Marriott International shares in Q3 2026, an estimated $77.3K.
  • Marriott International made up 0.03% of Valeo Financial Advisors's portfolio in Q3 2026, its #249 holding.
  • Valeo Financial Advisors first reported a position in Marriott International in Q3 2017 and has held it in 29 quarters since.
  • Valeo Financial Advisors's Marriott International position peaked at $1.55M in Q2 2026.
  • 72 funds tracked by Wall St. Rank held Marriott International as of Q3 2026.

Based on Valeo Financial Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.