Position in MAR
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,596,501
+$229,349 QoQ
Shares Held
4,308
+3.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#695
of 1,737 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in MAR Over Time
Shares Held
Position Value (USD)
Position in Lodging
Consumer Cyclical · as of Jun 30, 2026NewEdge Wealth, LLC holds $11,321,652 across 5 Lodging names. MAR ranks #3 (14.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | HLT |
Hilton Worldwide Holdings Inc.
|
21,062 | $6,960,148 | |
| 2 | CHH |
Choice Hotels International Inc /De
|
20,194 | $2,226,792 | |
| 3 | MAR |
Marriott International Inc /Md/
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|
4,308 | $1,596,501 | |
| 4 | WH |
Wyndham Hotels & Resorts, Inc.
|
3,433 | $289,092 | |
| 5 | IHG |
Intercontinental Hotels Group PLC /New/
|
1,439 | $249,119 |
All Filings in MAR
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,596,501 | 4,308 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $1,367,152 | 4,180 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,993,292 | 6,425 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,100,098 | 4,224 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $1,336,270 | 4,891 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,036,646 | 4,352 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $1,211,994 | 4,345 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $803,723 | 3,233 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $593,545 | 2,455 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $677,200 | 2,684 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $530,399 | 2,352 | Shares | Sole | 2024-01-29 | |
| 2023-09-30 | $461,522 | 2,348 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $495,411 | 2,697 | Shares | Sole | 2023-08-09 | |
| No filing history on record for this holder in this stock. | ||||||