Creative Planning
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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
2016
Q3 		– Sell
-500
Closed -$1K – 4650
2016
Q2 		$1K Buy
+500
New +$8.72K ﹤0.01% 4166

Other funds holding HZO

BlackRock
BlackRock New York $5.72T 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 $7.71B AUM 106.31% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LCS
Levin Capital Strategies New York $1.32B 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

Creative Planning's HZO Position: Q1 2026 in Review

Creative Planning opened a new position in MarineMax (HZO) in Q1 2026: 28,110 shares worth $761K. The stake represents ﹤0.01% of the portfolio and ranks #2687 among its holdings. This is a return to the name: Creative Planning previously reported a position in HZO as recently as Q2 2024.

Creative Planning first reported a position in HZO in Q1 2014 and has held it in 14 quarters since. 171 funds tracked by Wall St. Rank hold HZO as of Q1 2026.

  • Creative Planning held 28,110 shares of MarineMax worth $761K as of Q1 2026.
  • MarineMax was a new Creative Planning position in Q1 2026.
  • MarineMax made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #2687 holding.
  • Creative Planning first reported a position in MarineMax in Q1 2014 and has held it in 14 quarters since.
  • 171 funds tracked by Wall St. Rank held MarineMax as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.