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
Q3 		– Sell
-5,974
Closed -$219K – 6384
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 $6.79T 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

LPL Financial's HZO Position: Q3 2026 in Review

LPL Financial sold out of MarineMax (HZO) in Q3 2026, closing a stake of 5,974 shares — an estimated $219K sold.

LPL Financial first reported a position in HZO in Q1 2021 and held it in 16 quarters. The position peaked at $860K in Q1 2022. 160 funds tracked by Wall St. Rank hold HZO as of Q3 2026.

  • LPL Financial reported no remaining MarineMax position as of Q3 2026 after selling out during the quarter.
  • LPL Financial sold 5,974 MarineMax shares in Q3 2026, an estimated $219K.
  • LPL Financial first reported a position in MarineMax in Q1 2021 and held it in 16 quarters.
  • LPL Financial's MarineMax position peaked at $860K in Q1 2022.
  • 160 funds tracked by Wall St. Rank held MarineMax as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.