Position in MAR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$4,202,120
+$1,310,168 QoQ
Shares Held
11,339
+28.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#468
of 1,737 holders
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 61%
Shared 0%
None 39%
Common Shares in MAR Over Time
Shares Held
Position Value (USD)
Position in Lodging
Consumer Cyclical · as of Jun 30, 2026EP Wealth Advisors, LLC holds $5,713,974 across 2 Lodging names. MAR ranks #1 (73.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MAR |
Marriott International Inc /Md/
This page
|
11,339 | $4,202,120 | |
| 2 | HLT |
Hilton Worldwide Holdings Inc.
|
4,575 | $1,511,854 |
All Filings in MAR
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,202,120 | 11,339 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $2,891,952 | 8,842 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,907,045 | 6,147 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $1,718,764 | 6,291 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,503,280 | 6,311 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,719,665 | 6,165 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,764,065 | 7,096 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $1,483,984 | 6,138 | Shares | Sole | 2024-08-19 | |
| 2024-03-31 | $1,333,458 | 5,285 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $1,188,437 | 5,270 | Shares | Sole | 2024-02-28 | |
| 2023-09-30 | $1,177,984 | 5,993 | Shares | Sole | 2023-11-24 | |
| 2023-06-30 | $1,675,069 | 9,119 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,395,127 | 14,425 | Shares | Sole | 2023-06-05 | |
| 2022-12-31 | $888,128 | 5,965 | Shares | Sole | 2023-06-12 | |
| 2022-06-30 | $1,192,943 | 8,771 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,136,926 | 6,469 | Shares | Sole | 2022-05-20 | |
| 2021-12-31 | $963,514 | 5,831 | Shares | Sole | 2022-02-17 | |
| 2021-09-30 | $869,140 | 5,869 | Shares | Sole | 2021-11-23 | |
| 2021-06-30 | $790,314 | 5,789 | Shares | Sole | 2021-08-24 | |
| 2021-03-31 | $857,408 | 5,789 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $750,097 | 5,686 | Shares | Sole | 2021-02-18 | |
| 2020-09-30 | $546,777 | 5,906 | Shares | Sole | 2020-11-17 | |
| 2020-06-30 | $596,000 | 0 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $511,475 | 6,837 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||