Jones Financial Companies
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Jones Financial Companies’s MarineMax HZO Stock Holding History

Jones Financial Companies’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
2025
Q3 		– Sell
-15
Closed -$392 – 4301
2025
Q2 		$392 Hold
15
– – ﹤0.01% 3841
2025
Q1 		$330 Buy
+15
New +$400 ﹤0.01% 3555

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LCS
Levin Capital Strategies New York $1.32B AUM 28.11% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BFM
Boothbay Fund Management New York $7.71B AUM 106.31% 1-Year Est. Return
DSCM
Divisadero Street Capital Management Miami, Florida $2.39B AUM 134.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Jones Financial Companies's HZO Position: Q3 2025 in Review

Jones Financial Companies sold out of MarineMax (HZO) in Q3 2025, closing a stake of 15 shares — an estimated $392 sold.

Jones Financial Companies first reported a position in HZO in Q1 2025 and held it in 2 quarters. The position peaked at $392 in Q2 2025. 170 funds tracked by Wall St. Rank hold HZO as of Q3 2025.

  • Jones Financial Companies reported no remaining MarineMax position as of Q3 2025 after selling out during the quarter.
  • Jones Financial Companies sold 15 MarineMax shares in Q3 2025, an estimated $392.
  • Jones Financial Companies first reported a position in MarineMax in Q1 2025 and held it in 2 quarters.
  • Jones Financial Companies's MarineMax position peaked at $392 in Q2 2025.
  • 170 funds tracked by Wall St. Rank held MarineMax as of Q3 2025.

Based on Jones Financial Companies's 13F filing for Q3 2025, filed 4 Nov 2025.