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Livermore
Livermore
ZHEN

EP Wealth Advisors, LLC

SEC CIK
0001540569
Latest filing
Aug 11, 2026

MAR holding history

Marriott International Inc in every 13F filed by EP Wealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MAR overviewAll 13F holders of MARFull Q2 2026 holdings

Shares (Q2 2026)
11,339
Value
$4.20M
% of portfolio
<0.1%
Quarters held
20
Since Q1 2021
Holdings of MAR by EP Wealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202611,339$4.20M<0.1%+2,497+28.2%AddedHolders
Q1 20268,842$2.89M<0.1%+2,695+43.8%AddedHolders
Q4 20256,147$1.91M<0.1%–No prior filingHolders
Q3 2025––––Not filedHolders
Q2 20256,291$1.72M<0.1%−20−0.3%ReducedHolders
Q1 20256,311$1.50M<0.1%+146+2.4%AddedHolders
Q4 20246,165$1.72M<0.1%−931−13.1%ReducedHolders
Q3 20247,096$1.76M<0.1%+958+15.6%AddedHolders
Q2 20246,138$1.48M<0.1%+853+16.1%AddedHolders
Q1 20245,285$1.33M<0.1%+15+0.3%AddedHolders
Q4 20235,270$1.19M<0.1%−723−12.1%ReducedHolders
Q3 20235,993$1.18M<0.1%−3,126−34.3%ReducedHolders
Q2 20239,119$1.09M<0.1%−5,306−36.8%ReducedHolders
Q1 202314,425$5.24M0.1%+8,460+141.8%AddedHolders
Q4 20225,965$888.1K<0.1%+5,965NewHolders
Q3 20220$00.0%−8,771−100.0%Sold outHolders
Q2 20228,771$1.19M<0.1%+2,302+35.6%AddedHolders
Q1 20226,469$1.14M<0.1%+638+10.9%AddedHolders
Q4 20215,831$964.0K<0.1%−38−0.6%ReducedHolders
Q3 20215,869$869.0K<0.1%+80+1.4%AddedHolders
Q2 20215,789$790.0K<0.1%00.0%UnchangedHolders
Q1 20215,789$857.0K<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.