VWM
MAR icon

Venturi Wealth Management’s Marriott International MAR Stock Holding History

Venturi Wealth Management’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
Q1 		– Sell
-288
Closed -$80.3K – 1319
2024
Q4 		$80.3K Buy
288
+13
+5% +$3.57K ﹤0.01% 863
2024
Q3 		$68.4K Buy
275
+75
+38% +$17.5K ﹤0.01% 673
2024
Q2 		$48.4K Buy
200
+103
+106% +$24.7K ﹤0.01% 674
2024
Q1 		$24.5K Buy
97
+1
+1% +$242 ﹤0.01% 683
2023
Q4 		$21.6K Buy
96
+20
+26% +$4.05K ﹤0.01% 683
2023
Q3 		$14.9K Buy
76
+44
+138% +$8.74K ﹤0.01% 710
2023
Q2 		$5.88K Hold
32
– – ﹤0.01% 729
2023
Q1 		$5.31K Buy
+32
New +$5.33K ﹤0.01% 812
2020
Q2 		– Sell
-4,224
Closed -$316K – 267
2020
Q1 		$316K Buy
+4,224
New +$526K 0.05% 180

Other funds holding MAR

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 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 $1.61T AUM 30.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return