Carson Wealth (CWM LLC)
HZO icon

Carson Wealth (CWM LLC)’s MarineMax HZO Stock Holding History

Carson Wealth (CWM 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
Q1 		$135K Buy
4,994
+4,136
+482% +$115K ﹤0.01% 3026
2025
Q4 		$21K Buy
858
+8
+0.9% +$197 ﹤0.01% 4143
2025
Q3 		$22K Sell
850
-36
-4% -$917 ﹤0.01% 4068
2025
Q2 		$22K Buy
886
+695
+364% +$15.4K ﹤0.01% 3847
2025
Q1 		$4K Buy
191
+142
+290% +$3.79K ﹤0.01% 4539
2024
Q4 		$1K Sell
49
-9
-16% -$276 ﹤0.01% 4720
2024
Q3 		$2K Sell
58
-26
-31% -$848 ﹤0.01% 4398
2024
Q2 		$3K Sell
84
-39
-32% -$1.14K ﹤0.01% 4076
2024
Q1 		$4K Buy
123
+113
+1,130% +$3.62K ﹤0.01% 3762
2023
Q4 		$0 Sell
10
-24
-71% -$760 ﹤0.01% 4311
2023
Q3 		$1K Hold
34
– – ﹤0.01% 3999
2023
Q2 		$1K Sell
34
-62
-65% -$1.82K ﹤0.01% 3976
2023
Q1 		$3K Sell
96
-65
-40% -$2.04K ﹤0.01% 3512
2022
Q4 		$5K Sell
161
-574
-78% -$18K ﹤0.01% 3183
2022
Q3 		$22K Buy
+735
New +$27.5K ﹤0.01% 2162
2022
Q2 		– Sell
-23
Closed -$1K – 3929
2022
Q1 		$1K Sell
23
-25
-52% -$1.18K ﹤0.01% 3353
2021
Q4 		$3K Buy
+48
New +$2.57K ﹤0.01% 2985

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BFM
Boothbay Fund Management New York $7.71B AUM 106.29% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LCS
Levin Capital Strategies New York $1.49B AUM 30.44% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Carson Wealth (CWM LLC)'s HZO Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its MarineMax (HZO) stake by 482% in Q1 2026, buying an estimated $115K and bringing the position to 4,994 shares worth $135K. The position accounts for ﹤0.01% of the portfolio, ranked #3026.

Carson Wealth (CWM LLC) first reported a position in HZO in Q4 2021 and has held it in 17 quarters since. 172 funds tracked by Wall St. Rank hold HZO as of Q1 2026.

  • Carson Wealth (CWM LLC) held 4,994 shares of MarineMax worth $135K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 4,136 MarineMax shares in Q1 2026, an estimated $115K.
  • MarineMax made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3026 holding.
  • Carson Wealth (CWM LLC) first reported a position in MarineMax in Q4 2021 and has held it in 17 quarters since.
  • 172 funds tracked by Wall St. Rank held MarineMax as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.