Clearstead Trust’s MarineMax HZO Stock Holding History

Clearstead Trust’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 Q4	–	Sell	-12	Closed	-$304	–	1246
2025 Q3	$304	Hold	12	–	–	﹤0.01%	1461
2025 Q2	$302	Buy	+12	New	+$266	﹤0.01%	1428

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

BFM

Boothbay Fund Management New York $7.6B AUM 109.3% 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

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

CenterBook Partners Greenwich, Connecticut $2.04B AUM 35.27% 1-Year Est. Return

Clearstead Trust's HZO Position: Q4 2025 in Review

Clearstead Trust sold out of MarineMax (HZO) in Q4 2025, closing a stake of 12 shares — an estimated $304 sold.

Clearstead Trust first reported a position in HZO in Q2 2025 and held it in 2 quarters. The position peaked at $304 in Q3 2025. 164 funds tracked by Wall St. Rank hold HZO as of Q4 2025.

Clearstead Trust reported no remaining MarineMax position as of Q4 2025 after selling out during the quarter.
Clearstead Trust sold 12 MarineMax shares in Q4 2025, an estimated $304.
Clearstead Trust first reported a position in MarineMax in Q2 2025 and held it in 2 quarters.
Clearstead Trust's MarineMax position peaked at $304 in Q3 2025.
164 funds tracked by Wall St. Rank held MarineMax as of Q4 2025.

Based on Clearstead Trust's 13F filing for Q4 2025, filed 9 Feb 2026.