CG
HZO icon

Caprock Group’s MarineMax HZO Stock Holding History

Caprock Group’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 		$334K Buy
9,108
+449
+5% +$14.4K 0.01% 995
2026
Q1 		$234K Sell
8,659
-235
-3% -$6.52K 0.01% 1002
2025
Q4 		$216K Buy
+8,894
New +$219K ﹤0.01% 1094
2017
Q4 		– Sell
-12,865
Closed -$213K – 480
2017
Q3 		$213K Buy
+12,865
New +$210K 0.04% 394

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

Caprock Group's HZO Position: Q2 2026 in Review

Caprock Group increased its MarineMax (HZO) stake by 5.2% in Q2 2026, buying an estimated $14.4K and bringing the position to 9,108 shares worth $334K. The position accounts for 0.01% of the portfolio, ranked #995.

Caprock Group first reported a position in HZO in Q3 2017 and has held it in 4 quarters since. 184 funds tracked by Wall St. Rank hold HZO as of Q2 2026.

  • Caprock Group held 9,108 shares of MarineMax worth $334K as of Q2 2026.
  • Caprock Group bought 449 MarineMax shares in Q2 2026, an estimated $14.4K.
  • MarineMax made up 0.01% of Caprock Group's portfolio in Q2 2026, its #995 holding.
  • Caprock Group first reported a position in MarineMax in Q3 2017 and has held it in 4 quarters since.
  • 184 funds tracked by Wall St. Rank held MarineMax as of Q2 2026.

Based on Caprock Group's 13F filing for Q2 2026, filed 27 Jul 2026.