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JPL Wealth Management’s MarineMax HZO Stock Holding History

JPL Wealth Management’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 		$4.03K Sell
110
-5
-4% -$161 ﹤0.01% 832
2026
Q1 		$3.11K Buy
+115
New +$3.19K ﹤0.01% 825
2025
Q4 		– Sell
-110
Closed -$2.79K – 580
2025
Q3 		$2.79K Buy
+110
New +$2.8K ﹤0.01% 790

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

JPL Wealth Management's HZO Position: Q2 2026 in Review

JPL Wealth Management reduced its MarineMax (HZO) stake by 4.3% in Q2 2026, selling an estimated $161 and leaving 110 shares worth $4.03K. The position accounts for ﹤0.01% of the portfolio, ranked #832.

JPL Wealth Management first reported a position in HZO in Q3 2025 and has held it in 3 quarters since. 184 funds tracked by Wall St. Rank hold HZO as of Q2 2026.

  • JPL Wealth Management held 110 shares of MarineMax worth $4.03K as of Q2 2026.
  • JPL Wealth Management sold 5 MarineMax shares in Q2 2026, an estimated $161.
  • MarineMax made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #832 holding.
  • JPL Wealth Management first reported a position in MarineMax in Q3 2025 and has held it in 3 quarters since.
  • 184 funds tracked by Wall St. Rank held MarineMax as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.