Principal Financial Group
HZO icon

Principal Financial Group’s MarineMax HZO Stock Holding History

Principal Financial Group’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 		$3.43M Sell
93,695
-528
-0.6% -$17K ﹤0.01% 1752
2026
Q1 		$2.55M Buy
94,223
+4,148
+5% +$115K ﹤0.01% 1799
2025
Q4 		$2.18M Sell
90,075
-1,149
-1% -$28.4K ﹤0.01% 1825
2025
Q3 		$2.31M Sell
91,224
-2,479
-3% -$63.2K ﹤0.01% 1793
2025
Q2 		$2.36M Sell
93,703
-5,908
-6% -$131K ﹤0.01% 1777
2025
Q1 		$2.14M Buy
99,611
+3,107
+3% +$82.9K ﹤0.01% 1757
2024
Q4 		$2.79M Buy
96,504
+3,779
+4% +$116K ﹤0.01% 1740
2024
Q3 		$3.27M Sell
92,725
-7,509
-7% -$245K ﹤0.01% 1682
2024
Q2 		$3.24M Sell
100,234
-5,283
-5% -$155K ﹤0.01% 1677
2024
Q1 		$3.51M Sell
105,517
-12,481
-11% -$400K ﹤0.01% 1681
2023
Q4 		$4.59M Sell
117,998
-139
-0.1% -$4.4K ﹤0.01% 1585
2023
Q3 		$3.88M Sell
118,137
-12,794
-10% -$445K ﹤0.01% 1613
2023
Q2 		$4.47M Sell
130,931
-5,889
-4% -$173K ﹤0.01% 1574
2023
Q1 		$3.93M Sell
136,820
-749
-0.5% -$23.5K ﹤0.01% 1617
2022
Q4 		$4.29M Buy
137,569
+4,819
+4% +$151K ﹤0.01% 1587
2022
Q3 		$3.95M Sell
132,750
-297
-0.2% -$11.1K ﹤0.01% 1573
2022
Q2 		$4.81M Sell
133,047
-30,367
-19% -$1.22M ﹤0.01% 1570
2022
Q1 		$6.58M Sell
163,414
-9,644
-6% -$453K ﹤0.01% 1561
2021
Q4 		$10.2M Sell
173,058
-22,774
-12% -$1.22M 0.01% 1386
2021
Q3 		$9.5M Sell
195,832
-2,213
-1% -$110K 0.01% 1427
2021
Q2 		$9.65M Buy
198,045
+45,901
+30% +$2.39M 0.01% 1453
2021
Q1 		$7.51M Buy
152,144
+303
+0.2% +$14.3K 0.01% 1522
2020
Q4 		$5.32M Sell
151,841
-2,862
-2% -$89.6K ﹤0.01% 1538
2020
Q3 		$3.97M Sell
154,703
-5,693
-4% -$157K ﹤0.01% 1542
2020
Q2 		$3.59M Sell
160,396
-2,379
-1% -$39.1K ﹤0.01% 1558
2020
Q1 		$1.7M Sell
162,775
-6,734
-4% -$110K ﹤0.01% 1637
2019
Q4 		$2.83M Sell
169,509
-1,276
-0.7% -$20.8K ﹤0.01% 1665
2019
Q3 		$2.64M Sell
170,785
-12,372
-7% -$189K ﹤0.01% 1673
2019
Q2 		$3.01M Sell
183,157
-357
-0.2% -$6.17K ﹤0.01% 1659
2019
Q1 		$3.52M Sell
183,514
-2,045
-1% -$38.9K ﹤0.01% 1641
2018
Q4 		$3.4M Buy
185,559
+3,823
+2% +$79.7K ﹤0.01% 1615
2018
Q3 		$3.86M Buy
181,736
+8,551
+5% +$179K ﹤0.01% 1669
2018
Q2 		$3.28M Buy
173,185
+3,990
+2% +$86.3K ﹤0.01% 1687
2018
Q1 		$3.29M Sell
169,195
-8,417
-5% -$173K ﹤0.01% 1668
2017
Q4 		$3.36M Sell
177,612
-5,492
-3% -$106K ﹤0.01% 1673
2017
Q3 		$3.03M Sell
183,104
-2,113
-1% -$34.5K ﹤0.01% 1681
2017
Q2 		$3.62M Sell
185,217
-6,430
-3% -$126K ﹤0.01% 1639
2017
Q1 		$4.15M Buy
191,647
+3,465
+2% +$72.9K 0.01% 1590
2016
Q4 		$3.64M Buy
188,182
+12,473
+7% +$241K ﹤0.01% 1621
2016
Q3 		$3.68M Buy
175,709
+4,433
+3% +$87.1K ﹤0.01% 1562
2016
Q2 		$2.91M Buy
171,276
+5,335
+3% +$93.1K ﹤0.01% 1581
2016
Q1 		$3.23M Sell
165,941
-2,262
-1% -$38.9K ﹤0.01% 1517
2015
Q4 		$3.1M Buy
168,203
+7,404
+5% +$123K ﹤0.01% 1533
2015
Q3 		$2.27M Buy
160,799
+5,501
+4% +$96.8K ﹤0.01% 1615
2015
Q2 		$3.65M Sell
155,298
-785
-0.5% -$18.8K 0.01% 1531
2015
Q1 		$4.14M Buy
156,083
+5,528
+4% +$135K 0.01% 1460
2014
Q4 		$3.02M Buy
150,555
+1,011
+0.7% +$18.5K ﹤0.01% 1585
2014
Q3 		$2.52M Sell
149,544
-1,394
-0.9% -$24.2K ﹤0.01% 1601
2014
Q2 		$2.53M Buy
150,938
+1,900
+1% +$30K ﹤0.01% 1633
2014
Q1 		$2.26M Sell
149,038
-4,380
-3% -$66.4K ﹤0.01% 1630
2013
Q4 		$2.47M Buy
153,418
+20,698
+16% +$312K ﹤0.01% 1626
2013
Q3 		$1.62M Buy
132,720
+5,287
+4% +$63.2K ﹤0.01% 1672
2013
Q2 		$1.44M Buy
+127,433
New +$1.54M ﹤0.01% 1658

Other funds holding HZO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LCS
Levin Capital Strategies New York $1.49B AUM 30.44% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
PGCM
Prescott Group Capital Management Tulsa, Oklahoma $1.16B AUM 53.61% 1-Year Est. Return
SC
Simcoe Capital Spokane, Washington $164M AUM
GS
Gagnon Securities New York $519M AUM 44.91% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 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's HZO Position: Q2 2026 in Review

Principal Financial Group reduced its MarineMax (HZO) stake by 0.56% in Q2 2026, selling an estimated $17K and leaving 93,695 shares worth $3.43M. The position accounts for ﹤0.01% of the portfolio, ranked #1752.

Principal Financial Group first reported a position in HZO in Q2 2013 and has held it in 53 quarters since. The position peaked at $10.2M in Q4 2021. 60 funds tracked by Wall St. Rank hold HZO as of Q2 2026.

  • Principal Financial Group held 93,695 shares of MarineMax worth $3.43M as of Q2 2026.
  • Principal Financial Group sold 528 MarineMax shares in Q2 2026, an estimated $17K.
  • MarineMax made up ﹤0.01% of Principal Financial Group's portfolio in Q2 2026, its #1752 holding.
  • Principal Financial Group first reported a position in MarineMax in Q2 2013 and has held it in 53 quarters since.
  • Principal Financial Group's MarineMax position peaked at $10.2M in Q4 2021.
  • 60 funds tracked by Wall St. Rank held MarineMax as of Q2 2026.

Based on Principal Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.