Atticus Wealth Management’s MarineMax HZO Stock Holding History

Atticus 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
2025 Q3	–	Sell	-125	Closed	-$3.14K	–	387
2025 Q2	$3.14K	Hold	125	–	–	﹤0.01%	548
2025 Q1	$2.69K	Hold	125	–	–	﹤0.01%	443
2024 Q4	$3.62K	Hold	125	–	–	﹤0.01%	446
2024 Q3	$4.41K	Hold	125	–	–	﹤0.01%	435
2024 Q2	$4.05K	Hold	125	–	–	﹤0.01%	436
2024 Q1	$4.16K	Hold	125	–	–	﹤0.01%	452
2023 Q4	$4.86K	Hold	125	–	–	﹤0.01%	450
2023 Q3	$4.1K	Hold	125	–	–	﹤0.01%	463
2023 Q2	$4.27K	Sell	125 -35	-22%	-$1.03K	﹤0.01%	458
2023 Q1	$4.6K	Buy	160 +125	+357%	+$3.93K	﹤0.01%	440
2022 Q4	$1.09K	Buy	+35	New	+$1.1K	﹤0.01%	489

Other funds holding HZO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LCS

Levin Capital Strategies New York $1.49B AUM 30.44% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

BFM

Boothbay Fund Management New York $7.6B AUM 109.3% 1-Year Est. Return

DSCM

Divisadero Street Capital Management Miami, Florida $4.41B AUM 90.53% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Atticus Wealth Management's HZO Position: Q3 2025 in Review

Atticus Wealth Management sold out of MarineMax (HZO) in Q3 2025, closing a stake of 125 shares — an estimated $3.14K sold.

Atticus Wealth Management first reported a position in HZO in Q4 2022 and held it in 11 quarters. The position peaked at $4.86K in Q4 2023. 170 funds tracked by Wall St. Rank hold HZO as of Q3 2025.

Atticus Wealth Management reported no remaining MarineMax position as of Q3 2025 after selling out during the quarter.
Atticus Wealth Management sold 125 MarineMax shares in Q3 2025, an estimated $3.14K.
Atticus Wealth Management first reported a position in MarineMax in Q4 2022 and held it in 11 quarters.
Atticus Wealth Management's MarineMax position peaked at $4.86K in Q4 2023.
170 funds tracked by Wall St. Rank held MarineMax as of Q3 2025.

Based on Atticus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.