VFA
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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
2024
Q3 		– Sell
-2,300
Closed -$556 – 726
2024
Q2 		$556 Buy
+2,300
New +$552K ﹤0.01% 663
2022
Q2 		– Sell
-2,900
Closed -$510K – 599
2022
Q1 		$510K Buy
+2,900
New +$482K 0.03% 325
2021
Q4 		– Sell
-2,000
Closed -$296K – 618
2021
Q3 		$296K Buy
+2,000
New +$279K 0.02% 403

Other funds holding MAR

HIA
Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
FNFDCM
Folger Nolan Fleming Douglas Capital Management Washington, District of Columbia $1.18B AUM 27.44% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.52B AUM 21.45% 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. 124 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.
  • 124 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.