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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

HIA

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Valeo Financial Advisors's MAR Position: Q2 2026 in Review

Valeo Financial Advisors increased its Marriott International (MAR) stake by 19% in Q2 2026, buying an estimated $249K and bringing the position to 4,179 shares worth $1.55M. The position accounts for 0.03% of the portfolio, ranked #228.

Valeo Financial Advisors first reported a position in MAR in Q3 2017 and has held it in 28 quarters since. 845 funds tracked by Wall St. Rank hold MAR as of Q2 2026.

Valeo Financial Advisors held 4,179 shares of Marriott International worth $1.55M as of Q2 2026.
Valeo Financial Advisors bought 675 Marriott International shares in Q2 2026, an estimated $249K.
Marriott International made up 0.03% of Valeo Financial Advisors's portfolio in Q2 2026, its #228 holding.
Valeo Financial Advisors first reported a position in Marriott International in Q3 2017 and has held it in 28 quarters since.
845 funds tracked by Wall St. Rank held Marriott International as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.