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HZO icon

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
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 $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