Clearstead Advisors’s MarineMax HZO Stock Holding History

Clearstead Advisors’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	$1.87K	Buy	51 +1	+2%	+$32	﹤0.01%	2506
2026 Q1	$1.35K	Hold	50	–	–	﹤0.01%	1985
2025 Q4	$1.21K	Hold	50	–	–	﹤0.01%	2206
2025 Q3	$1.27K	Hold	50	–	–	﹤0.01%	2572
2025 Q2	$1.26K	Hold	50	–	–	﹤0.01%	2404
2025 Q1	$1.07K	Hold	50	–	–	﹤0.01%	1980
2024 Q4	$1.45K	Hold	50	–	–	﹤0.01%	1884
2024 Q3	$1.76K	Hold	50	–	–	﹤0.01%	1853
2024 Q2	$1.62K	Hold	50	–	–	﹤0.01%	1840
2024 Q1	$1.37K	Hold	50	–	–	﹤0.01%	1367
2023 Q4	$1.95K	Sell	50 -50	-50%	-$1.58K	﹤0.01%	1289
2023 Q3	$3.28K	Buy	100 +50	+100%	+$1.74K	﹤0.01%	1324
2023 Q2	$1.71K	Hold	50	–	–	﹤0.01%	1186
2023 Q1	$1.44K	Hold	50	–	–	﹤0.01%	1191
2022 Q4	$1.56K	Hold	50	–	–	﹤0.01%	1128
2022 Q3	$1K	Buy	+50	New	+$1.87K	﹤0.01%	1158
2021 Q1	–	Sell	-100	Closed	-$4K	–	1145
2020 Q4	$4K	Hold	100	–	–	﹤0.01%	827
2020 Q3	$3K	Buy	+100	New	+$2.75K	﹤0.01%	785

Other funds holding HZO

BlackRock New York $6.73T AUM 46.02% 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

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

PGCM

Prescott Group Capital Management Tulsa, Oklahoma $1.16B AUM 53.61% 1-Year Est. Return

Simcoe Capital Spokane, Washington $164M AUM

Gagnon Securities New York $519M AUM 44.91% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

LKIM

Lawson Kroeker Investment Management Omaha, Nebraska $361M AUM 22.26% 1-Year Est. Return

Clearstead Advisors's HZO Position: Q2 2026 in Review

Clearstead Advisors increased its MarineMax (HZO) stake by 2% in Q2 2026, buying an estimated $32 and bringing the position to 51 shares worth $1.87K. The position accounts for ﹤0.01% of the portfolio, ranked #2506.

Clearstead Advisors first reported a position in HZO in Q3 2020 and has held it in 18 quarters since. The position peaked at $4K in Q4 2020. 60 funds tracked by Wall St. Rank hold HZO as of Q2 2026.

Clearstead Advisors held 51 shares of MarineMax worth $1.87K as of Q2 2026.
Clearstead Advisors bought 1 MarineMax share in Q2 2026, an estimated $32.
MarineMax made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2506 holding.
Clearstead Advisors first reported a position in MarineMax in Q3 2020 and has held it in 18 quarters since.
Clearstead Advisors's MarineMax position peaked at $4K in Q4 2020.
60 funds tracked by Wall St. Rank held MarineMax as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.