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Empowered Funds’s MarineMax HZO Stock Holding History

Empowered Funds’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 		$4.09M Buy
111,769
+7,985
+8% +$256K 0.02% 795
2026
Q1 		$2.81M Buy
+103,784
New +$2.88M 0.02% 913
2025
Q4 		– Sell
-85,156
Closed -$2.16M – 1424
2025
Q3 		$2.16M Buy
85,156
+9,925
+13% +$253K 0.02% 888
2025
Q2 		$1.89M Buy
75,231
+52,368
+229% +$1.16M 0.02% 845
2025
Q1 		$492K Buy
22,863
+384
+2% +$10.3K 0.01% 1226
2024
Q4 		$651K Buy
22,479
+1,006
+5% +$30.9K 0.01% 1083
2024
Q3 		$757K Buy
21,473
+1,072
+5% +$35K 0.01% 982
2024
Q2 		$660K Sell
20,401
-68,874
-77% -$2.02M 0.01% 977
2024
Q1 		$2.97M Buy
89,275
+6,650
+8% +$213K 0.05% 470
2023
Q4 		$3.21M Buy
82,625
+7,400
+10% +$234K 0.08% 363
2023
Q3 		$2.47M Buy
75,225
+6,162
+9% +$214K 0.07% 389
2023
Q2 		$2.36M Buy
+69,063
New +$2.03M 0.08% 343

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Empowered Funds's HZO Position: Q2 2026 in Review

Empowered Funds increased its MarineMax (HZO) stake by 7.7% in Q2 2026, buying an estimated $256K and bringing the position to 111,769 shares worth $4.09M. The position accounts for 0.02% of the portfolio, ranked #795.

Empowered Funds first reported a position in HZO in Q2 2023 and has held it in 12 quarters since. 184 funds tracked by Wall St. Rank hold HZO as of Q2 2026.

  • Empowered Funds held 111,769 shares of MarineMax worth $4.09M as of Q2 2026.
  • Empowered Funds bought 7,985 MarineMax shares in Q2 2026, an estimated $256K.
  • MarineMax made up 0.02% of Empowered Funds's portfolio in Q2 2026, its #795 holding.
  • Empowered Funds first reported a position in MarineMax in Q2 2023 and has held it in 12 quarters since.
  • 184 funds tracked by Wall St. Rank held MarineMax as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.