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 Q3	$80.7K	Buy	1,543 +9	+0.6%	+$404	0.01%	999
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

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $144B AUM 22.91% 1-Year Est. Return

American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

First Trust Capital Management Chicago, Illinois $2.08B AUM 59.2% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return

Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

First Eagle Investment Management New York $63.7B AUM 20.33% 1-Year Est. Return

Pinnacle Wealth Planning Services's HZO Position: Q3 2026 in Review

Pinnacle Wealth Planning Services increased its MarineMax (HZO) stake by 0.59% in Q3 2026, buying an estimated $404 and bringing the position to 1,543 shares worth $80.7K. The position accounts for 0.01% of the portfolio, ranked #999.

Pinnacle Wealth Planning Services first reported a position in HZO in Q4 2020 and has held it in 5 quarters since. The position peaked at $81K in Q4 2020. 131 funds tracked by Wall St. Rank hold HZO as of Q3 2026.

Pinnacle Wealth Planning Services held 1,543 shares of MarineMax worth $80.7K as of Q3 2026.
Pinnacle Wealth Planning Services bought 9 MarineMax shares in Q3 2026, an estimated $404.
MarineMax made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #999 holding.
Pinnacle Wealth Planning Services first reported a position in MarineMax in Q4 2020 and has held it in 5 quarters since.
Pinnacle Wealth Planning Services's MarineMax position peaked at $81K in Q4 2020.
131 funds tracked by Wall St. Rank held MarineMax as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.