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BFSG LLC’s MarineMax HZO Stock Holding History

BFSG LLC’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 		– Sell
-342
Closed -$9.26K – 783
2026
Q1 		$9.26K Sell
342
-911
-73% -$25.3K ﹤0.01% 566
2025
Q4 		$30.4K Sell
1,253
-2,292
-65% -$56.6K ﹤0.01% 446
2025
Q3 		$89.8K Sell
3,545
-1,048
-23% -$26.7K 0.01% 353
2025
Q2 		$115K Buy
4,593
+382
+9% +$8.46K 0.01% 311
2025
Q1 		$90.5K Sell
4,211
-37
-0.9% -$988 0.01% 324
2024
Q4 		$123K Hold
4,248
– – 0.01% 291
2024
Q3 		$150K Buy
4,248
+681
+19% +$22.2K 0.02% 278
2024
Q2 		$115K Sell
3,567
-191
-5% -$5.6K 0.01% 285
2024
Q1 		$125K Buy
3,758
+328
+10% +$10.5K 0.02% 285
2023
Q4 		$133K Buy
+3,430
New +$109K 0.02% 282

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

BFSG LLC's HZO Position: Q2 2026 in Review

BFSG LLC sold out of MarineMax (HZO) in Q2 2026, closing a stake of 342 shares — an estimated $9.26K sold.

BFSG LLC first reported a position in HZO in Q4 2023 and held it in 10 quarters. The position peaked at $150K in Q3 2024. 183 funds tracked by Wall St. Rank hold HZO as of Q2 2026.

  • BFSG LLC reported no remaining MarineMax position as of Q2 2026 after selling out during the quarter.
  • BFSG LLC sold 342 MarineMax shares in Q2 2026, an estimated $9.26K.
  • BFSG LLC first reported a position in MarineMax in Q4 2023 and held it in 10 quarters.
  • BFSG LLC's MarineMax position peaked at $150K in Q3 2024.
  • 183 funds tracked by Wall St. Rank held MarineMax as of Q2 2026.

Based on BFSG LLC's 13F filing for Q2 2026, filed 20 Jul 2026.