LPL Financial
HZO icon

LPL Financial’s MarineMax HZO Stock Holding History

LPL Financial’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 		$219K Buy
+5,974
New +$192K ﹤0.01% 5700
2024
Q4 		– Sell
-15,446
Closed -$545K – 5361
2024
Q3 		$545K Hold
15,446
– – ﹤0.01% 3920
2024
Q2 		$500K Buy
15,446
+5,600
+57% +$164K ﹤0.01% 3872
2024
Q1 		$327K Sell
9,846
-6,503
-40% -$208K ﹤0.01% 4131
2023
Q4 		$636K Sell
16,349
-300
-2% -$9.5K ﹤0.01% 3461
2023
Q3 		$546K Sell
16,649
-267
-2% -$9.28K ﹤0.01% 3413
2023
Q2 		$578K Buy
16,916
+58
+0.3% +$1.71K ﹤0.01% 3317
2023
Q1 		$485K Buy
16,858
+2,005
+13% +$63K ﹤0.01% 3355
2022
Q4 		$464K Sell
14,853
-2,995
-17% -$94.1K ﹤0.01% 3320
2022
Q3 		$532K Sell
17,848
-2,254
-11% -$84.4K ﹤0.01% 3097
2022
Q2 		$726K Sell
20,102
-1,263
-6% -$50.7K ﹤0.01% 2865
2022
Q1 		$860K Buy
21,365
+7,271
+52% +$342K ﹤0.01% 2733
2021
Q4 		$832K Buy
14,094
+3,287
+30% +$176K ﹤0.01% 2825
2021
Q3 		$524K Buy
10,807
+435
+4% +$21.7K ﹤0.01% 3175
2021
Q2 		$506K Buy
10,372
+2,410
+30% +$126K ﹤0.01% 3153
2021
Q1 		$393K Buy
+7,962
New +$376K ﹤0.01% 3235

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

LPL Financial's HZO Position: Q2 2026 in Review

LPL Financial opened a new position in MarineMax (HZO) in Q2 2026: 5,974 shares worth $219K. The stake represents ﹤0.01% of the portfolio and ranks #5700 among its holdings. This is a return to the name: LPL Financial previously reported a position in HZO as recently as Q3 2024.

LPL Financial first reported a position in HZO in Q1 2021 and has held it in 16 quarters since. The position peaked at $860K in Q1 2022. 183 funds tracked by Wall St. Rank hold HZO as of Q2 2026.

  • LPL Financial held 5,974 shares of MarineMax worth $219K as of Q2 2026.
  • MarineMax was a new LPL Financial position in Q2 2026.
  • MarineMax made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #5700 holding.
  • LPL Financial first reported a position in MarineMax in Q1 2021 and has held it in 16 quarters since.
  • LPL Financial's MarineMax position peaked at $860K in Q1 2022.
  • 183 funds tracked by Wall St. Rank held MarineMax as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.