Creative Planning
HZO icon

Creative Planning’s MarineMax HZO Stock Holding History

Creative Planning’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 		$761K Buy
+28,110
New +$780K ﹤0.01% 2687
2024
Q3 		– Sell
-6,551
Closed -$212K – 3254
2024
Q2 		$212K Buy
+6,551
New +$192K ﹤0.01% 2638
2023
Q2 		– Sell
-6
Closed -$173 – 2732
2023
Q1 		$173 Buy
+6
New +$189 ﹤0.01% 2621
2021
Q2 		– Sell
-5,372
Closed -$265K – 2305
2021
Q1 		$265K Buy
+5,372
New +$253K ﹤0.01% 1867
2016
Q4 		– Sell
-379
Closed -$8K – 4709
2016
Q3 		$8K Buy
379
+15
+4% +$295 ﹤0.01% 3646
2016
Q2 		$6K Sell
364
-344
-49% -$6K ﹤0.01% 3542
2016
Q1 		$14K Hold
708
– – ﹤0.01% 3004
2015
Q4 		$13K Buy
708
+238
+51% +$3.96K ﹤0.01% 3117
2015
Q3 		$7K Buy
+470
New +$8.27K ﹤0.01% 3434
2015
Q2 		– Sell
-344
Closed -$9K – 1946
2015
Q1 		$9K Hold
344
– – ﹤0.01% 3249
2014
Q4 		$7K Hold
344
– – ﹤0.01% 3312
2014
Q3 		$6K Hold
344
– – ﹤0.01% 3199
2014
Q2 		$6K Hold
344
– – ﹤0.01% 3123
2014
Q1 		$5K Buy
+344
New +$5.22K ﹤0.01% 3082

Other funds holding HZO

BlackRock
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFM
Boothbay Fund Management New York $4.34B AUM 106.31% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
LCS
Levin Capital Strategies New York $1.31B AUM 28.11% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return