Robertson Stephens Wealth Management, LLC
Position in MAR — Marriott International Inc /Md/
CIK 1767307
San Francisco, CA
Position in MAR
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$731,544
+$82,638 QoQ
Shares Held
1,974
-0.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#947
of 1,737 holders
Holding Since
Jun 2020
25 quarters on record
Voting authority
Sole 14%
Shared 0%
None 86%
Common Shares in MAR Over Time
Shares Held
Position Value (USD)
Position in Lodging
Consumer Cyclical · as of Jun 30, 2026Robertson Stephens Wealth Management, LLC holds $3,322,057 across 3 Lodging names. MAR ranks #3 (22.0% of the industry book) .
All Filings in MAR
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $731,544 | 1,974 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $648,906 | 1,984 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $792,663 | 2,555 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $392,483 | 1,507 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $427,573 | 1,565 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $1,040,219 | 4,367 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $495,118 | 1,775 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $750,026 | 3,017 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $728,694 | 3,014 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $769,293 | 3,049 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $687,579 | 3,049 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $599,311 | 3,049 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $545,375 | 2,969 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $492,474 | 2,966 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $442,649 | 2,973 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $391,831 | 2,796 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $378,379 | 2,782 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $489,639 | 2,786 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $459,862 | 2,783 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $410,949 | 2,775 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $378,979 | 2,776 | Shares | Sole | 2021-08-17 | |
| 2021-03-31 | $413,523 | 2,792 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $329,140 | 2,495 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $230,987 | 2,495 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $213,896 | 2,495 | Shares | Sole | 2020-08-12 | |
| No filing history on record for this holder in this stock. | ||||||