AF
HZO icon

Allworth Financial’s MarineMax HZO Stock Holding History

Allworth Financial’s Portfolio HZO Stock Details HZO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$10.3K Buy
379
+346
+1,048% +$9.6K ﹤0.01% 3482
2025
Q4 		$800 Buy
33
+13
+65% +$321 ﹤0.01% 4420
2025
Q3 		$507 Hold
20
– – ﹤0.01% 4428
2025
Q2 		$503 Sell
20
-42
-68% -$930 ﹤0.01% 4134
2025
Q1 		$1.41K Buy
62
+32
+107% +$854 ﹤0.01% 3342
2024
Q4 		$839 Buy
30
+13
+76% +$399 ﹤0.01% 3456
2024
Q3 		$600 Hold
17
– – ﹤0.01% 3370
2024
Q2 		$560 Hold
17
– – ﹤0.01% 3341
2024
Q1 		$566 Hold
17
– – ﹤0.01% 3250
2023
Q4 		$662 Hold
17
– – ﹤0.01% 3067
2023
Q3 		$558 Buy
+17
New +$591 ﹤0.01% 3017

Other funds holding HZO

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFM
Boothbay Fund Management New York $4.34B AUM 106.31% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
LCS
Levin Capital Strategies New York $1.31B AUM 28.11% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return