PWPS
HZO icon

Pinnacle Wealth Planning Services’s MarineMax HZO Stock Holding History

Pinnacle Wealth Planning Services’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 		$56.2K Buy
1,534
+10
+0.7% +$321 0.01% 1187
2026
Q1 		$41.2K Buy
1,524
+23
+2% +$638 ﹤0.01% 1311
2025
Q4 		$36.4K Buy
+1,501
New +$37K ﹤0.01% 1406
2021
Q1 		– Sell
-2,317
Closed -$81K – 1082
2020
Q4 		$81K Buy
+2,317
New +$72.6K 0.02% 568

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

Pinnacle Wealth Planning Services's HZO Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its MarineMax (HZO) stake by 0.66% in Q2 2026, buying an estimated $321 and bringing the position to 1,534 shares worth $56.2K. The position accounts for 0.01% of the portfolio, ranked #1187.

Pinnacle Wealth Planning Services first reported a position in HZO in Q4 2020 and has held it in 4 quarters since. The position peaked at $81K in Q4 2020. 184 funds tracked by Wall St. Rank hold HZO as of Q2 2026.

  • Pinnacle Wealth Planning Services held 1,534 shares of MarineMax worth $56.2K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 10 MarineMax shares in Q2 2026, an estimated $321.
  • MarineMax made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1187 holding.
  • Pinnacle Wealth Planning Services first reported a position in MarineMax in Q4 2020 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's MarineMax position peaked at $81K in Q4 2020.
  • 184 funds tracked by Wall St. Rank held MarineMax as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.