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Annis Gardner Whiting Capital Advisors’s MarineMax HZO Stock Holding History

Annis Gardner Whiting Capital Advisors’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 		$6.59M Hold
180,021
– – 0.99% 15
2026
Q1 		$4.87M Buy
180,021
+180,000
+857,143% +$4.99M 0.78% 17
2025
Q4 		$509 Hold
21
– – ﹤0.01% 1109
2025
Q3 		$532 Hold
21
– – ﹤0.01% 1071
2025
Q2 		$528 Buy
+21
New +$465 ﹤0.01% 1175

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

Annis Gardner Whiting Capital Advisors's HZO Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors held its MarineMax (HZO) position steady in Q2 2026 at 180,021 shares worth $6.59M. The position accounts for 0.99% of the portfolio, ranked #15.

Annis Gardner Whiting Capital Advisors first reported a position in HZO in Q2 2025 and has held it in 5 quarters since. 184 funds tracked by Wall St. Rank hold HZO as of Q2 2026.

  • Annis Gardner Whiting Capital Advisors held 180,021 shares of MarineMax worth $6.59M as of Q2 2026.
  • Annis Gardner Whiting Capital Advisors left its MarineMax share count unchanged in Q2 2026.
  • MarineMax made up 0.99% of Annis Gardner Whiting Capital Advisors's portfolio in Q2 2026, its #15 holding.
  • Annis Gardner Whiting Capital Advisors first reported a position in MarineMax in Q2 2025 and has held it in 5 quarters since.
  • 184 funds tracked by Wall St. Rank held MarineMax as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.