JPL Wealth Management
HZO icon

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
Q3 		– Sell
-110
Closed -$4.03K – 1800
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 $6.79T AUM 37.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return
First Trust Capital Management
First Trust Capital Management Chicago, Illinois $2.08B AUM 59.2% 1-Year Est. Return
Magnetar Financial
Magnetar Financial Evanston, Illinois $10.2B AUM 0.67% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Royce & Associates
Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return

JPL Wealth Management's HZO Position: Q3 2026 in Review

JPL Wealth Management sold out of MarineMax (HZO) in Q3 2026, closing a stake of 110 shares — an estimated $4.03K sold.

JPL Wealth Management first reported a position in HZO in Q3 2025 and held it in 3 quarters. The position peaked at $4.03K in Q2 2026. 160 funds tracked by Wall St. Rank hold HZO as of Q3 2026.

  • JPL Wealth Management reported no remaining MarineMax position as of Q3 2026 after selling out during the quarter.
  • JPL Wealth Management sold 110 MarineMax shares in Q3 2026, an estimated $4.03K.
  • JPL Wealth Management first reported a position in MarineMax in Q3 2025 and held it in 3 quarters.
  • JPL Wealth Management's MarineMax position peaked at $4.03K in Q2 2026.
  • 160 funds tracked by Wall St. Rank held MarineMax as of Q3 2026.

Based on JPL Wealth Management's 13F filing for Q3 2026, filed 13 Nov 2026.