Concord Wealth Partners’s MarineMax HZO Stock Holding History

Concord Wealth Partners’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 Q1	–	Sell	-66	Closed	-$1.91K	–	877
2024 Q4	$1.91K	Hold	66	–	–	﹤0.01%	716
2024 Q3	$2.33K	Hold	66	–	–	﹤0.01%	728
2024 Q2	$2.14K	Hold	66	–	–	﹤0.01%	661
2024 Q1	$2.19K	Hold	66	–	–	﹤0.01%	746
2023 Q4	$2.57K	Hold	66	–	–	﹤0.01%	692
2023 Q3	$2.17K	Hold	66	–	–	﹤0.01%	860
2023 Q2	$2.25K	Hold	66	–	–	﹤0.01%	848
2023 Q1	$1.9K	Hold	66	–	–	﹤0.01%	821
2022 Q4	$2.06K	Buy	+66	New	+$2.07K	﹤0.01%	929
2022 Q3	–	Sell	-66	Closed	-$2K	–	592
2022 Q2	$2K	Hold	66	–	–	﹤0.01%	1027
2022 Q1	$3K	Hold	66	–	–	﹤0.01%	1019
2021 Q4	$4K	Hold	66	–	–	﹤0.01%	989
2021 Q3	$3K	Hold	66	–	–	﹤0.01%	688
2021 Q2	$3K	Hold	66	–	–	﹤0.01%	819
2021 Q1	$3K	Hold	66	–	–	﹤0.01%	759
2020 Q4	$2K	Buy	+66	New	+$2.07K	﹤0.01%	532

Other funds holding HZO

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Broad Bay Capital Management New York $972M AUM 65.45% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

Levin Capital Strategies New York $1.31B AUM 28.11% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return