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Whipplewood Advisors’s Marriott International MAR Stock Holding History

Whipplewood 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
Q2 		$99.3K Hold
268
– – 0.07% 111
2026
Q1 		$87.7K Hold
268
– – 0.05% 203
2025
Q4 		$83.1K Hold
268
– – 0.05% 168
2025
Q3 		$69.8K Sell
268
-16
-6% -$4.3K 0.05% 174
2025
Q2 		$77.6K Sell
284
-7
-2% -$1.76K 0.04% 266
2025
Q1 		$65.7K Buy
291
+20
+7% +$5.44K 0.04% 268
2024
Q4 		$75.6K Buy
+271
New +$74.4K 0.04% 257

Other funds holding MAR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Whipplewood Advisors's MAR Position: Q2 2026 in Review

Whipplewood Advisors held its Marriott International (MAR) position steady in Q2 2026 at 268 shares worth $99.3K. The position accounts for 0.07% of the portfolio, ranked #111.

Whipplewood Advisors first reported a position in MAR in Q4 2024 and has held it in 7 quarters since. 1,745 funds tracked by Wall St. Rank hold MAR as of Q2 2026.

  • Whipplewood Advisors held 268 shares of Marriott International worth $99.3K as of Q2 2026.
  • Whipplewood Advisors left its Marriott International share count unchanged in Q2 2026.
  • Marriott International made up 0.07% of Whipplewood Advisors's portfolio in Q2 2026, its #111 holding.
  • Whipplewood Advisors first reported a position in Marriott International in Q4 2024 and has held it in 7 quarters since.
  • 1,745 funds tracked by Wall St. Rank held Marriott International as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.