AssetMark Inc’s MarineMax HZO Stock Holding History

AssetMark Inc’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 Q3	$628	Buy	+12	New	+$539	﹤0.01%	3343
2023 Q1	–	Sell	-51	Closed	-$1.59K	–	1649
2022 Q4	$1.59K	Hold	51	–	–	﹤0.01%	1449
2022 Q3	$2K	Buy	51 +3	+6%	+$112	﹤0.01%	1393
2022 Q2	$2K	Buy	48 +2	+4%	+$80	﹤0.01%	1371
2022 Q1	$2K	Buy	46 +4	+10%	+$188	﹤0.01%	1414
2021 Q4	$2K	Hold	42	–	–	﹤0.01%	1371
2021 Q3	$2K	Hold	42	–	–	﹤0.01%	1269
2021 Q2	$2K	Hold	42	–	–	﹤0.01%	1200
2021 Q1	$2K	Buy	42 +3	+8%	+$142	﹤0.01%	1180
2020 Q4	$1K	Sell	39 -14,719	-100%	-$461K	﹤0.01%	1309
2020 Q3	$379K	Buy	+14,758	New	+$406K	﹤0.01%	445
2018 Q1	–	Sell	-7	Closed	–	–	1671
2017 Q4	$0	Buy	+7	New	+$135	﹤0.01%	1986

Other funds holding HZO

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

PGCM

Prescott Group Capital Management Tulsa, Oklahoma $1.11B AUM 20.16% 1-Year Est. Return

Levin Capital Strategies New York $1.42B AUM 19.05% 1-Year Est. Return

ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Lawson Kroeker Investment Management Omaha, Nebraska $360M AUM 21.88% 1-Year Est. Return

Simcoe Capital Spokane, Washington $146M AUM 53.45% 1-Year Est. Return

Gagnon Securities New York $577M AUM 61.61% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Chicago Capital Management Chicago, Illinois $110M AUM 69.96% 1-Year Est. Return

AssetMark Inc's HZO Position: Q3 2026 in Review

AssetMark Inc opened a new position in MarineMax (HZO) in Q3 2026: 12 shares worth $628. The stake represents ﹤0.01% of the portfolio and ranks #3343 among its holdings. This is a return to the name: AssetMark Inc previously reported a position in HZO as recently as Q4 2022.

AssetMark Inc first reported a position in HZO in Q4 2017 and has held it in 12 quarters since. The position peaked at $379K in Q3 2020. 70 funds tracked by Wall St. Rank hold HZO as of Q3 2026.

AssetMark Inc held 12 shares of MarineMax worth $628 as of Q3 2026.
MarineMax was a new AssetMark Inc position in Q3 2026.
MarineMax made up ﹤0.01% of AssetMark Inc's portfolio in Q3 2026, its #3343 holding.
AssetMark Inc first reported a position in MarineMax in Q4 2017 and has held it in 12 quarters since.
AssetMark Inc's MarineMax position peaked at $379K in Q3 2020.
70 funds tracked by Wall St. Rank held MarineMax as of Q3 2026.

Based on AssetMark Inc's 13F filing for Q3 2026, filed 21 Oct 2026.