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Integrated Wealth Concepts’s MarineMax HZO Stock Holding History

Integrated Wealth Concepts’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 		$5.13K Buy
+140
New +$4.5K ﹤0.01% 4956

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

Integrated Wealth Concepts's HZO Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in MarineMax (HZO) in Q2 2026: 140 shares worth $5.13K. The stake represents ﹤0.01% of the portfolio and ranks #4956 among its holdings.

184 funds tracked by Wall St. Rank hold HZO as of Q2 2026.

  • Integrated Wealth Concepts held 140 shares of MarineMax worth $5.13K as of Q2 2026.
  • MarineMax was a new Integrated Wealth Concepts position in Q2 2026.
  • MarineMax made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #4956 holding.
  • 184 funds tracked by Wall St. Rank held MarineMax as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.