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 $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 $3.38T AUM 44.17% 1-Year Est. Return

BBCM

Broad Bay Capital Management New York $1.07B AUM 90.15% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

LCS

Levin Capital Strategies New York $1.49B AUM 30.44% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Concord Wealth Partners's HZO Position: Q1 2025 in Review

Concord Wealth Partners sold out of MarineMax (HZO) in Q1 2025, closing a stake of 66 shares — an estimated $1.91K sold.

Concord Wealth Partners first reported a position in HZO in Q4 2020 and held it in 16 quarters. The position peaked at $4K in Q4 2021. 152 funds tracked by Wall St. Rank hold HZO as of Q1 2025.

Concord Wealth Partners reported no remaining MarineMax position as of Q1 2025 after selling out during the quarter.
Concord Wealth Partners sold 66 MarineMax shares in Q1 2025, an estimated $1.91K.
Concord Wealth Partners first reported a position in MarineMax in Q4 2020 and held it in 16 quarters.
Concord Wealth Partners's MarineMax position peaked at $4K in Q4 2021.
152 funds tracked by Wall St. Rank held MarineMax as of Q1 2025.

Based on Concord Wealth Partners's 13F filing for Q1 2025, filed 2 May 2025.