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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
Q2 		$4.76K Sell
130
-249
-66% -$8K ﹤0.01% 4143
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 $6.73T AUM 46.02% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Allworth Financial's HZO Position: Q2 2026 in Review

Allworth Financial reduced its MarineMax (HZO) stake by 66% in Q2 2026, selling an estimated $8K and leaving 130 shares worth $4.76K. The position accounts for ﹤0.01% of the portfolio, ranked #4143.

Allworth Financial first reported a position in HZO in Q3 2023 and has held it in 12 quarters since. The position peaked at $10.3K in Q1 2026. 183 funds tracked by Wall St. Rank hold HZO as of Q2 2026.

  • Allworth Financial held 130 shares of MarineMax worth $4.76K as of Q2 2026.
  • Allworth Financial sold 249 MarineMax shares in Q2 2026, an estimated $8K.
  • MarineMax made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #4143 holding.
  • Allworth Financial first reported a position in MarineMax in Q3 2023 and has held it in 12 quarters since.
  • Allworth Financial's MarineMax position peaked at $10.3K in Q1 2026.
  • 183 funds tracked by Wall St. Rank held MarineMax as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.