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Essential Partners’s MarineMax HZO Stock Holding History

Essential Partners’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
Q3 		$209 Sell
4
-5
-56% -$225 ﹤0.01% 2585
2026
Q2 		$330 Buy
9
+1
+13% +$32 ﹤0.01% 2550
2026
Q1 		$216 Buy
+8
New +$222 ﹤0.01% 2593

Other funds holding HZO

State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
GAMMA Investing
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MassMutual Private Wealth & Trust
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
GWM
Gilpin Wealth Management Denver, Colorado $148M AUM 25.13% 1-Year Est. Return
DCM
Davis Capital Management Jacksonville, Florida $167M AUM 17.17% 1-Year Est. Return

Essential Partners's HZO Position: Q3 2026 in Review

Essential Partners reduced its MarineMax (HZO) stake by 56% in Q3 2026, selling an estimated $225 and leaving 4 shares worth $209. The position accounts for ﹤0.01% of the portfolio, ranked #2585.

Essential Partners first reported a position in HZO in Q1 2026 and has held it in 3 quarters since. The position peaked at $330 in Q2 2026. 9 funds tracked by Wall St. Rank hold HZO as of Q3 2026.

  • Essential Partners held 4 shares of MarineMax worth $209 as of Q3 2026.
  • Essential Partners sold 5 MarineMax shares in Q3 2026, an estimated $225.
  • MarineMax made up ﹤0.01% of Essential Partners's portfolio in Q3 2026, its #2585 holding.
  • Essential Partners first reported a position in MarineMax in Q1 2026 and has held it in 3 quarters since.
  • Essential Partners's MarineMax position peaked at $330 in Q2 2026.
  • 9 funds tracked by Wall St. Rank held MarineMax as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.