AWM
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Ameliora Wealth Management’s MarineMax HZO Stock Holding History

Ameliora Wealth Management’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 		$645K Hold
17,600
– – 0.19% 61
2026
Q1 		$476K Hold
17,600
– – 0.15% 69
2025
Q4 		$426K Hold
17,600
– – 0.13% 76
2025
Q3 		$446K Hold
17,600
– – 0.15% 72
2025
Q2 		$442K Hold
17,600
– – 0.16% 74
2025
Q1 		$378K Hold
17,600
– – 0.14% 72
2024
Q4 		$510K Buy
+17,600
New +$540K 0.19% 63

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 $3.37T AUM 44.26% 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

Ameliora Wealth Management's HZO Position: Q2 2026 in Review

Ameliora Wealth Management held its MarineMax (HZO) position steady in Q2 2026 at 17,600 shares worth $645K. The position accounts for 0.19% of the portfolio, ranked #61.

Ameliora Wealth Management first reported a position in HZO in Q4 2024 and has held it in 7 quarters since. 184 funds tracked by Wall St. Rank hold HZO as of Q2 2026.

  • Ameliora Wealth Management held 17,600 shares of MarineMax worth $645K as of Q2 2026.
  • Ameliora Wealth Management left its MarineMax share count unchanged in Q2 2026.
  • MarineMax made up 0.19% of Ameliora Wealth Management's portfolio in Q2 2026, its #61 holding.
  • Ameliora Wealth Management first reported a position in MarineMax in Q4 2024 and has held it in 7 quarters since.
  • 184 funds tracked by Wall St. Rank held MarineMax as of Q2 2026.

Based on Ameliora Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.