Position in MAR
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$975,392
+$461,893 QoQ
Shares Held
2,632
+67.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#844
of 1,745 holders
Holding Since
Jun 2024
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MAR Over Time
Shares Held
Position Value (USD)
Position in Lodging
Consumer Cyclical · as of Jun 30, 2026Icon Wealth Advisors, LLC holds $1,543,783 across 2 Lodging names. MAR ranks #1 (63.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MAR |
Marriott International Inc /Md/
This page
|
2,632 | $975,392 | |
| 2 | HLT |
Hilton Worldwide Holdings Inc.
|
1,720 | $568,391 |
All Filings in MAR
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $975,392 | 2,632 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $513,499 | 1,570 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $834,545 | 2,690 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $973,785 | 3,739 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,021,532 | 3,739 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $276,788 | 1,162 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $321,338 | 1,152 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $336,853 | 1,355 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $278,760 | 1,153 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||