Corient Private Wealth
HZO icon

Corient Private Wealth’s MarineMax HZO Stock Holding History

Corient Private Wealth’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
Q1 		– Sell
-120,453
Closed -$2.92M – 2912
2025
Q4 		$2.92M Buy
120,453
+6,585
+6% +$162K ﹤0.01% 972
2025
Q3 		$2.88M Buy
113,868
+3,417
+3% +$87.1K ﹤0.01% 915
2025
Q2 		$2.78M Buy
+110,451
New +$2.45M ﹤0.01% 902

Other funds holding HZO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
LCS
Levin Capital Strategies New York $1.49B AUM 30.44% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Corient Private Wealth's HZO Position: Q1 2026 in Review

Corient Private Wealth sold out of MarineMax (HZO) in Q1 2026, closing a stake of 120,453 shares — an estimated $2.92M sold.

Corient Private Wealth first reported a position in HZO in Q2 2025 and held it in 3 quarters. The position peaked at $2.92M in Q4 2025. 172 funds tracked by Wall St. Rank hold HZO as of Q1 2026.

  • Corient Private Wealth reported no remaining MarineMax position as of Q1 2026 after selling out during the quarter.
  • Corient Private Wealth sold 120,453 MarineMax shares in Q1 2026, an estimated $2.92M.
  • Corient Private Wealth first reported a position in MarineMax in Q2 2025 and held it in 3 quarters.
  • Corient Private Wealth's MarineMax position peaked at $2.92M in Q4 2025.
  • 172 funds tracked by Wall St. Rank held MarineMax as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.