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Waldron Private Wealth’s Marriott International MAR Stock Holding History

Waldron Private Wealth’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
-1,651
Closed -$461K – 368
2024
Q4 		$461K Buy
1,651
+525
+47% +$144K 0.02% 260
2024
Q3 		$280K Buy
1,126
+27
+2% +$6.29K 0.01% 337
2024
Q2 		$266K Sell
1,099
-13
-1% -$3.12K 0.01% 340
2024
Q1 		$281K Buy
1,112
+11
+1% +$2.66K 0.01% 325
2023
Q4 		$248K Buy
1,101
+2
+0.2% +$405 0.01% 348
2023
Q3 		$216K Sell
1,099
-31
-3% -$6.16K 0.01% 340
2023
Q2 		$208K Buy
+1,130
New +$196K 0.01% 352

Other funds holding MAR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return

Waldron Private Wealth's MAR Position: Q1 2025 in Review

Waldron Private Wealth sold out of Marriott International (MAR) in Q1 2025, closing a stake of 1,651 shares — an estimated $461K sold.

Waldron Private Wealth first reported a position in MAR in Q2 2023 and held it in 7 quarters. The position peaked at $461K in Q4 2024. 1,430 funds tracked by Wall St. Rank hold MAR as of Q1 2025.

  • Waldron Private Wealth reported no remaining Marriott International position as of Q1 2025 after selling out during the quarter.
  • Waldron Private Wealth sold 1,651 Marriott International shares in Q1 2025, an estimated $461K.
  • Waldron Private Wealth first reported a position in Marriott International in Q2 2023 and held it in 7 quarters.
  • Waldron Private Wealth's Marriott International position peaked at $461K in Q4 2024.
  • 1,430 funds tracked by Wall St. Rank held Marriott International as of Q1 2025.

Based on Waldron Private Wealth's 13F filing for Q1 2025, filed 8 May 2025.