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 Q2	$1.1M	Buy	30,150 +2,040	+7%	+$65.5K	﹤0.01%	2561
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	–	4708
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	–	1945
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 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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Creative Planning's HZO Position: Q2 2026 in Review

Creative Planning increased its MarineMax (HZO) stake by 7.3% in Q2 2026, buying an estimated $65.5K and bringing the position to 30,150 shares worth $1.1M. The position accounts for ﹤0.01% of the portfolio, ranked #2561.

Creative Planning first reported a position in HZO in Q1 2014 and has held it in 15 quarters since. 184 funds tracked by Wall St. Rank hold HZO as of Q2 2026.

Creative Planning held 30,150 shares of MarineMax worth $1.1M as of Q2 2026.
Creative Planning bought 2,040 MarineMax shares in Q2 2026, an estimated $65.5K.
MarineMax made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2561 holding.
Creative Planning first reported a position in MarineMax in Q1 2014 and has held it in 15 quarters since.
184 funds tracked by Wall St. Rank held MarineMax as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.