NewSquare Capital’s MarineMax HZO Stock Holding History

NewSquare Capital’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	-$377	–	659
2025 Q2	$377	Buy	+15	New	+$332	﹤0.01%	1170

Other funds holding HZO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LCS

Levin Capital Strategies New York $1.49B AUM 30.44% 1-Year Est. Return

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 San Francisco, California $654B AUM 26.35% 1-Year Est. Return

NewSquare Capital's HZO Position: Q3 2025 in Review

NewSquare Capital sold out of MarineMax (HZO) in Q3 2025, closing a stake of 15 shares — an estimated $377 sold.

NewSquare Capital first reported a position in HZO in Q2 2025 and held it in 1 quarter. The position peaked at $377 in Q2 2025. 170 funds tracked by Wall St. Rank hold HZO as of Q3 2025.

NewSquare Capital reported no remaining MarineMax position as of Q3 2025 after selling out during the quarter.
NewSquare Capital sold 15 MarineMax shares in Q3 2025, an estimated $377.
NewSquare Capital first reported a position in MarineMax in Q2 2025 and held it in 1 quarter.
NewSquare Capital's MarineMax position peaked at $377 in Q2 2025.
170 funds tracked by Wall St. Rank held MarineMax as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.