EWA
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EverSource Wealth Advisors’s MarineMax HZO Stock Holding History

EverSource Wealth Advisors’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 		$1.65K Sell
45
-604
-93% -$19.4K ﹤0.01% 3795
2026
Q1 		$17.6K Buy
649
+84
+15% +$2.33K ﹤0.01% 2584
2025
Q4 		$13.7K Sell
565
-4
-0.7% -$99 ﹤0.01% 2633
2025
Q3 		$14.4K Buy
569
+217
+62% +$5.53K ﹤0.01% 2591
2025
Q2 		$8.85K Buy
352
+245
+229% +$5.43K ﹤0.01% 2880
2025
Q1 		$2.3K Buy
+107
New +$2.86K ﹤0.01% 2860
2024
Q2 		– Sell
-31
Closed -$765 – 3100
2024
Q1 		$765 Hold
31
– – ﹤0.01% 2644
2023
Q4 		$1.21K Sell
31
-2
-6% -$63 ﹤0.01% 2337
2023
Q3 		$1.08K Buy
+33
New +$1.15K ﹤0.01% 2173
2022
Q2 		– Sell
-224
Closed -$9K – 1787
2022
Q1 		$9K Hold
224
– – ﹤0.01% 1016
2021
Q4 		$13K Buy
+224
New +$12K ﹤0.01% 848

Other funds holding HZO

LCS
Levin Capital Strategies New York $1.49B AUM 30.44% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
SC
Simcoe Capital Spokane, Washington $164M AUM
GS
Gagnon Securities New York $519M AUM 44.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
LKIM
Lawson Kroeker Investment Management Omaha, Nebraska $361M AUM 22.26% 1-Year Est. Return
GA
Gagnon Advisors New York $157M AUM 36.77% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
SSA
Sierra Summit Advisors Incline Village, Nevada $895M AUM 106% 1-Year Est. Return

EverSource Wealth Advisors's HZO Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its MarineMax (HZO) stake by 93% in Q2 2026, selling an estimated $19.4K and leaving 45 shares worth $1.65K. The position accounts for ﹤0.01% of the portfolio, ranked #3795.

EverSource Wealth Advisors first reported a position in HZO in Q4 2021 and has held it in 11 quarters since. The position peaked at $17.6K in Q1 2026. 49 funds tracked by Wall St. Rank hold HZO as of Q2 2026.

  • EverSource Wealth Advisors held 45 shares of MarineMax worth $1.65K as of Q2 2026.
  • EverSource Wealth Advisors sold 604 MarineMax shares in Q2 2026, an estimated $19.4K.
  • MarineMax made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #3795 holding.
  • EverSource Wealth Advisors first reported a position in MarineMax in Q4 2021 and has held it in 11 quarters since.
  • EverSource Wealth Advisors's MarineMax position peaked at $17.6K in Q1 2026.
  • 49 funds tracked by Wall St. Rank held MarineMax as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.