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Waverly Advisors’s Marriott International MAR Stock Holding History

Waverly 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
Q1 		$2.68M Sell
8,195
-47
-0.6% -$15.5K 0.02% 584
2025
Q4 		$2.56M Sell
8,242
-596
-7% -$170K 0.02% 537
2025
Q3 		$2.3M Buy
8,838
+1,159
+15% +$311K 0.02% 485
2025
Q2 		$2.1M Sell
7,679
-519
-6% -$130K 0.02% 481
2025
Q1 		$1.95M Buy
8,198
+256
+3% +$69.6K 0.02% 482
2024
Q4 		$2.22M Buy
7,942
+2,813
+55% +$772K 0.03% 363
2024
Q3 		$1.28M Buy
5,129
+52
+1% +$12.1K 0.02% 407
2024
Q2 		$1.23M Buy
5,077
+1,792
+55% +$430K 0.02% 405
2024
Q1 		$829K Buy
3,285
+968
+42% +$234K 0.02% 398
2023
Q4 		$523K Buy
2,317
+4
+0.2% +$811 0.02% 291
2023
Q3 		$455K Hold
2,313
– – 0.02% 273
2023
Q2 		$425K Buy
2,313
+1,024
+79% +$178K 0.02% 260
2023
Q1 		$214K Buy
+1,289
New +$215K 0.01% 270
2022
Q2 		– Sell
-1,201
Closed -$212K – 217
2022
Q1 		$212K Buy
1,201
+9
+0.8% +$1.5K 0.02% 190
2021
Q4 		$203K Buy
+1,192
New +$188K 0.02% 193
2014
Q4 		– Sell
-382
Closed -$27K – 563
2014
Q3 		$27K Sell
382
-243
-39% -$16.5K 0.01% 293
2014
Q2 		$40K Sell
625
-338
-35% -$20.1K 0.02% 260
2014
Q1 		$54K Sell
963
-286
-23% -$14.8K 0.02% 213
2013
Q4 		$62K Buy
+1,249
New +$56.9K 0.02% 297

Other funds holding MAR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Waverly Advisors's MAR Position: Q1 2026 in Review

Waverly Advisors reduced its Marriott International (MAR) stake by 0.57% in Q1 2026, selling an estimated $15.5K and leaving 8,195 shares worth $2.68M. The position accounts for 0.02% of the portfolio, ranked #584.

Waverly Advisors first reported a position in MAR in Q4 2013 and has held it in 19 quarters since. 1,630 funds tracked by Wall St. Rank hold MAR as of Q1 2026.

  • Waverly Advisors held 8,195 shares of Marriott International worth $2.68M as of Q1 2026.
  • Waverly Advisors sold 47 Marriott International shares in Q1 2026, an estimated $15.5K.
  • Marriott International made up 0.02% of Waverly Advisors's portfolio in Q1 2026, its #584 holding.
  • Waverly Advisors first reported a position in Marriott International in Q4 2013 and has held it in 19 quarters since.
  • 1,630 funds tracked by Wall St. Rank held Marriott International as of Q1 2026.

Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.