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Coldstream Capital Management’s MarineMax HZO Stock Holding History

Coldstream Capital Management’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
Q2 		– Sell
-1,689
Closed -$36.3K – 2119
2025
Q1 		$36.3K Buy
+1,689
New +$45.1K ﹤0.01% 1855

Other funds holding HZO

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BBCM
Broad Bay Capital Management New York $1.07B AUM 90.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
LCS
Levin Capital Strategies New York $1.49B AUM 30.44% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Coldstream Capital Management's HZO Position: Q2 2025 in Review

Coldstream Capital Management sold out of MarineMax (HZO) in Q2 2025, closing a stake of 1,689 shares — an estimated $36.3K sold.

Coldstream Capital Management first reported a position in HZO in Q1 2025 and held it in 1 quarter. The position peaked at $36.3K in Q1 2025. 158 funds tracked by Wall St. Rank hold HZO as of Q2 2025.

  • Coldstream Capital Management reported no remaining MarineMax position as of Q2 2025 after selling out during the quarter.
  • Coldstream Capital Management sold 1,689 MarineMax shares in Q2 2025, an estimated $36.3K.
  • Coldstream Capital Management first reported a position in MarineMax in Q1 2025 and held it in 1 quarter.
  • Coldstream Capital Management's MarineMax position peaked at $36.3K in Q1 2025.
  • 158 funds tracked by Wall St. Rank held MarineMax as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.