Wescott Financial Advisory Group’s Marriott International MAR Stock Holding History

Wescott Financial Advisory Group’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	$1.74M	Buy	5,320 +2	+0%	+$658	0.15%	71
2025 Q4	$1.65M	Buy	5,318 +39	+0.7%	+$11.1K	0.14%	71
2025 Q3	$1.37M	Buy	5,279 +26	+0.5%	+$6.98K	0.12%	77
2025 Q2	$1.44M	Buy	5,253 +21	+0.4%	+$5.27K	0.14%	73
2025 Q1	$1.25M	Sell	5,232 -322	-6%	-$87.5K	0.13%	74
2024 Q4	$1.55M	Buy	5,554 +35	+0.6%	+$9.61K	0.16%	68
2024 Q3	$1.37M	Sell	5,519 -9	-0.2%	-$2.1K	0.15%	72
2024 Q2	$1.34M	Buy	5,528 +5	+0.1%	+$1.2K	0.16%	71
2024 Q1	$1.39M	Sell	5,523 -271	-5%	-$65.6K	0.17%	64
2023 Q4	$1.31M	Sell	5,794 -26	-0.4%	-$5.27K	0.18%	64
2023 Q3	$1.14M	Buy	5,820 +26	+0.4%	+$5.17K	0.21%	63
2023 Q2	$1.06M	Hold	5,794	–	–	0.19%	66
2023 Q1	$962K	Sell	5,794 -298	-5%	-$49.6K	0.21%	65
2022 Q4	$907K	Hold	6,092	–	–	0.2%	67
2022 Q3	$854K	Buy	6,092 +6	+0.1%	+$917	0.24%	57
2022 Q2	$828K	Hold	6,086	–	–	0.22%	59
2022 Q1	$1.07M	Buy	+6,086	New	+$1.01M	0.28%	51

Other funds holding MAR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Wescott Financial Advisory Group's MAR Position: Q1 2026 in Review

Wescott Financial Advisory Group increased its Marriott International (MAR) stake by 0.04% in Q1 2026, buying an estimated $658 and bringing the position to 5,320 shares worth $1.74M. The position accounts for 0.15% of the portfolio, ranked #71.

Wescott Financial Advisory Group first reported a position in MAR in Q1 2022 and has held it in 17 quarters since. 1,630 funds tracked by Wall St. Rank hold MAR as of Q1 2026.

Wescott Financial Advisory Group held 5,320 shares of Marriott International worth $1.74M as of Q1 2026.
Wescott Financial Advisory Group bought 2 Marriott International shares in Q1 2026, an estimated $658.
Marriott International made up 0.15% of Wescott Financial Advisory Group's portfolio in Q1 2026, its #71 holding.
Wescott Financial Advisory Group first reported a position in Marriott International in Q1 2022 and has held it in 17 quarters since.
1,630 funds tracked by Wall St. Rank held Marriott International as of Q1 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q1 2026, filed 12 May 2026.