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 Q2	$1.92M	Sell	5,184 -136	-3%	-$50.2K	0.15%	71
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Wescott Financial Advisory Group's MAR Position: Q2 2026 in Review

Wescott Financial Advisory Group reduced its Marriott International (MAR) stake by 2.6% in Q2 2026, selling an estimated $50.2K and leaving 5,184 shares worth $1.92M. 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 18 quarters since. 1,752 funds tracked by Wall St. Rank hold MAR as of Q2 2026.

Wescott Financial Advisory Group held 5,184 shares of Marriott International worth $1.92M as of Q2 2026.
Wescott Financial Advisory Group sold 136 Marriott International shares in Q2 2026, an estimated $50.2K.
Marriott International made up 0.15% of Wescott Financial Advisory Group's portfolio in Q2 2026, its #71 holding.
Wescott Financial Advisory Group first reported a position in Marriott International in Q1 2022 and has held it in 18 quarters since.
1,752 funds tracked by Wall St. Rank held Marriott International as of Q2 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.