Physician Wealth Advisors’s MarineMax HZO Stock Holding History

Physician Wealth Advisors’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	$1.98K	Buy	54 +10	+23%	+$321	﹤0.01%	1509
2026 Q1	$1.19K	Hold	44	–	–	﹤0.01%	1578
2025 Q4	$1.07K	Hold	44	–	–	﹤0.01%	1589
2025 Q3	$1.11K	Hold	44	–	–	﹤0.01%	1510
2025 Q2	$1.11K	Buy	+44	New	+$975	﹤0.01%	1344

Other funds holding HZO

LCS

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

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

LKIM

Lawson Kroeker Investment Management Omaha, Nebraska $361M AUM 22.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

SSA

Sierra Summit Advisors Incline Village, Nevada $895M AUM 106% 1-Year Est. Return

SWS Partners Columbus, Ohio $463M AUM 41.78% 1-Year Est. Return

SIM

SummerHaven Investment Management Stamford, Connecticut $187M AUM 70.61% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

AWM

Ameliora Wealth Management Zurich, Switzerland $337M AUM 21.71% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Physician Wealth Advisors's HZO Position: Q2 2026 in Review

Physician Wealth Advisors increased its MarineMax (HZO) stake by 23% in Q2 2026, buying an estimated $321 and bringing the position to 54 shares worth $1.98K. The position accounts for ﹤0.01% of the portfolio, ranked #1509.

Physician Wealth Advisors first reported a position in HZO in Q2 2025 and has held it in 5 quarters since. 38 funds tracked by Wall St. Rank hold HZO as of Q2 2026.

Physician Wealth Advisors held 54 shares of MarineMax worth $1.98K as of Q2 2026.
Physician Wealth Advisors bought 10 MarineMax shares in Q2 2026, an estimated $321.
MarineMax made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1509 holding.
Physician Wealth Advisors first reported a position in MarineMax in Q2 2025 and has held it in 5 quarters since.
38 funds tracked by Wall St. Rank held MarineMax as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.