Position in MAR
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$362,807
+$47,839 QoQ
Shares Held
979
+1.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#1,195
of 1,737 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MAR Over Time
Shares Held
Position Value (USD)
Position in Lodging
Consumer Cyclical · as of Jun 30, 2026SHP Wealth Management holds $521,845 across 7 Lodging names. MAR ranks #1 (69.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MAR |
Marriott International Inc /Md/
This page
|
979 | $362,807 | |
| 2 | HLT |
Hilton Worldwide Holdings Inc.
|
463 | $153,002 | |
| 3 | IHG |
Intercontinental Hotels Group PLC /New/
|
14 | $2,423 | |
| 4 | HTHT |
H World Group Ltd
|
48 | $2,002 | |
| 5 | WH |
Wyndham Hotels & Resorts, Inc.
|
9 | $757 | |
| 6 | CHH |
Choice Hotels International Inc /De
|
6 | $661 | |
| 7 | H |
Hyatt Hotels Corp
|
1 | $193 |
All Filings in MAR
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $362,807 | 979 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $314,968 | 963 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $291,625 | 940 | Shares | Sole | 2026-03-04 | |
| No filing history on record for this holder in this stock. | ||||||