IFP Advisors’s MarineMax HZO Stock Holding History

IFP 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 Q3	$209	Sell	4 -6	-60%	-$270	﹤0.01%	4860
2026 Q2	$366	Buy	+10	New	+$321	﹤0.01%	4746
2025 Q2	–	Hold	0	–	–	–	3915
2025 Q1	–	Hold	0	–	–	–	3828
2024 Q4	–	Hold	0	–	–	–	3886
2022 Q1	–	Sell	-200	Closed	-$12K	–	4564
2021 Q4	$12K	Hold	200	–	–	﹤0.01%	2150
2021 Q3	$10K	Hold	200	–	–	﹤0.01%	2272
2021 Q2	$10K	Hold	200	–	–	﹤0.01%	2206
2021 Q1	$10K	Buy	+200	New	+$9.43K	﹤0.01%	2138
2019 Q1	$1K	Sell	33 -17	-34%	-$324	﹤0.01%	2217
2018 Q4	$1K	Hold	50	–	–	﹤0.01%	3318
2018 Q3	$1K	Hold	50	–	–	﹤0.01%	3688
2018 Q2	$1K	Sell	50 -22	-31%	-$476	﹤0.01%	3732
2018 Q1	$1K	Hold	72	–	–	﹤0.01%	3635
2017 Q4	$1K	Sell	72 -250	-78%	-$4.81K	﹤0.01%	3687
2017 Q3	$5K	Hold	322	–	–	﹤0.01%	3390
2017 Q2	$6K	Hold	322	–	–	﹤0.01%	3300
2017 Q1	$7K	Hold	322	–	–	﹤0.01%	3123
2016 Q4	$6K	Hold	322	–	–	﹤0.01%	3191
2016 Q3	$7K	Buy	322 +17	+6%	+$334	﹤0.01%	3050
2016 Q2	$5K	Buy	305 +272	+824%	+$4.74K	﹤0.01%	3144
2016 Q1	$1K	Sell	33 -217	-87%	-$3.73K	﹤0.01%	2207
2015 Q4	$5K	Buy	+250	New	+$4.16K	﹤0.01%	2960

Other funds holding HZO

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

First Trust Capital Management Chicago, Illinois $2.08B AUM 59.2% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return

Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return

PGCM

Prescott Group Capital Management Tulsa, Oklahoma $1.11B AUM 20.16% 1-Year Est. Return

Levin Capital Strategies New York $1.42B AUM 19.05% 1-Year Est. Return

Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 21.9% 1-Year Est. Return

ABC Arbitrage Paris, France $1.02B AUM 30.46% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

IFP Advisors's HZO Position: Q3 2026 in Review

IFP Advisors reduced its MarineMax (HZO) stake by 60% in Q3 2026, selling an estimated $270 and leaving 4 shares worth $209. The position accounts for ﹤0.01% of the portfolio, ranked #4860.

IFP Advisors first reported a position in HZO in Q4 2015 and has held it in 20 quarters since. The position peaked at $12K in Q4 2021. 91 funds tracked by Wall St. Rank hold HZO as of Q3 2026.

IFP Advisors held 4 shares of MarineMax worth $209 as of Q3 2026.
IFP Advisors sold 6 MarineMax shares in Q3 2026, an estimated $270.
MarineMax made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #4860 holding.
IFP Advisors first reported a position in MarineMax in Q4 2015 and has held it in 20 quarters since.
IFP Advisors's MarineMax position peaked at $12K in Q4 2021.
91 funds tracked by Wall St. Rank held MarineMax as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.