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Modera Wealth Management, LLC

SEC CIK
0001542143
Latest filing
Aug 3, 2026

MAR holding history

Marriott International Inc in every 13F filed by Modera Wealth Management, 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)
4,736
Value
$1.76M
% of portfolio
<0.1%
Quarters held
17
Since Q4 2021
Holdings of MAR by Modera Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20264,736$1.76M<0.1%−133−2.7%ReducedHolders
Q1 20264,869$1.59M<0.1%+122+2.6%AddedHolders
Q4 20254,747$1.47M<0.1%+33+0.7%AddedHolders
Q3 20254,714$1.23M<0.1%+9+0.2%AddedHolders
Q2 20254,705$1.29M<0.1%+26+0.6%AddedHolders
Q1 20254,679$1.11M<0.1%+119+2.6%AddedHolders
Q4 20244,560$1.27M<0.1%+152+3.4%AddedHolders
Q3 20244,408$1.10M<0.1%00.0%UnchangedHolders
Q2 20244,408$1.07M<0.1%+72+1.7%AddedHolders
Q1 20244,336$1.09M<0.1%+5+0.1%AddedHolders
Q4 20234,331$976.6K<0.1%+39+0.9%AddedHolders
Q3 20234,292$843.6K<0.1%+95+2.3%AddedHolders
Q2 20234,197$770.9K<0.1%+2,813+203.3%AddedHolders
Q1 20231,384$229.8K<0.1%00.0%UnchangedHolders
Q4 20221,384$206.1K<0.1%+1,384NewHolders
Q2 20220$00.0%−1,353−100.0%Sold outHolders
Q1 20221,353$238.0K<0.1%−2,487−64.8%ReducedHolders
Q4 20213,840$635.0K<0.1%+3,840NewHolders