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Investors Portfolio Services’s MarineMax HZO Stock Holding History

Investors Portfolio Services’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 		$141K Sell
3,858
-2,214
-36% -$71.1K 0.11% 48
2026
Q1 		$164K Sell
6,072
-739
-11% -$20.5K 0.15% 37
2025
Q4 		$165K Buy
+6,811
New +$168K 0.15% 39

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

Investors Portfolio Services's HZO Position: Q2 2026 in Review

Investors Portfolio Services reduced its MarineMax (HZO) stake by 36% in Q2 2026, selling an estimated $71.1K and leaving 3,858 shares worth $141K. The position accounts for 0.11% of the portfolio, ranked #48.

Investors Portfolio Services first reported a position in HZO in Q4 2025 and has held it in 3 quarters since. The position peaked at $165K in Q4 2025. 184 funds tracked by Wall St. Rank hold HZO as of Q2 2026.

  • Investors Portfolio Services held 3,858 shares of MarineMax worth $141K as of Q2 2026.
  • Investors Portfolio Services sold 2,214 MarineMax shares in Q2 2026, an estimated $71.1K.
  • MarineMax made up 0.11% of Investors Portfolio Services's portfolio in Q2 2026, its #48 holding.
  • Investors Portfolio Services first reported a position in MarineMax in Q4 2025 and has held it in 3 quarters since.
  • Investors Portfolio Services's MarineMax position peaked at $165K in Q4 2025.
  • 184 funds tracked by Wall St. Rank held MarineMax as of Q2 2026.

Based on Investors Portfolio Services's 13F filing for Q2 2026, filed 14 Aug 2026.