Rafferty Asset Management
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Rafferty Asset Management’s MarineMax HZO Stock Holding History

Rafferty Asset Management’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 		$382K Buy
10,438
+1,830
+21% +$58.8K ﹤0.01% 961
2026
Q1 		$233K Sell
8,608
-1,230
-13% -$34.1K ﹤0.01% 1002
2025
Q4 		$238K Sell
9,838
-377
-4% -$9.3K ﹤0.01% 1042
2025
Q3 		$259K Buy
10,215
+885
+9% +$22.6K ﹤0.01% 1018
2025
Q2 		$235K Buy
+9,330
New +$207K ﹤0.01% 1024
2025
Q1 		– Sell
-10,155
Closed -$294K – 1108
2024
Q4 		$294K Sell
10,155
-1,147
-10% -$35.2K ﹤0.01% 1029
2024
Q3 		$399K Buy
11,302
+564
+5% +$18.4K ﹤0.01% 995
2024
Q2 		$348K Buy
10,738
+512
+5% +$15K ﹤0.01% 1030
2024
Q1 		$340K Buy
10,226
+476
+5% +$15.3K ﹤0.01% 1028
2023
Q4 		$379K Buy
9,750
+855
+10% +$27.1K ﹤0.01% 1016
2023
Q3 		$292K Sell
8,895
-4,655
-34% -$162K ﹤0.01% 1023
2023
Q2 		$463K Buy
13,550
+125
+0.9% +$3.68K ﹤0.01% 997
2023
Q1 		$386K Buy
13,425
+3,801
+39% +$119K ﹤0.01% 1009
2022
Q4 		$300K Sell
9,624
-2,579
-21% -$81K ﹤0.01% 1018
2022
Q3 		$364K Buy
12,203
+5,059
+71% +$189K ﹤0.01% 943
2022
Q2 		$258K Sell
7,144
-5,397
-43% -$217K ﹤0.01% 967
2022
Q1 		$505K Sell
12,541
-4,470
-26% -$210K ﹤0.01% 989
2021
Q4 		$1M Sell
17,011
-2,985
-15% -$160K 0.01% 858
2021
Q3 		$970K Sell
19,996
-1,080
-5% -$53.9K 0.01% 840
2021
Q2 		$1.03M Buy
21,076
+8,530
+68% +$445K 0.01% 886
2021
Q1 		$619K Buy
12,546
+6,488
+107% +$306K ﹤0.01% 931
2020
Q4 		$212K Buy
+6,058
New +$190K ﹤0.01% 976

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

Rafferty Asset Management's HZO Position: Q2 2026 in Review

Rafferty Asset Management increased its MarineMax (HZO) stake by 21% in Q2 2026, buying an estimated $58.8K and bringing the position to 10,438 shares worth $382K. The position accounts for ﹤0.01% of the portfolio, ranked #961.

Rafferty Asset Management first reported a position in HZO in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.03M in Q2 2021. 184 funds tracked by Wall St. Rank hold HZO as of Q2 2026.

  • Rafferty Asset Management held 10,438 shares of MarineMax worth $382K as of Q2 2026.
  • Rafferty Asset Management bought 1,830 MarineMax shares in Q2 2026, an estimated $58.8K.
  • MarineMax made up ﹤0.01% of Rafferty Asset Management's portfolio in Q2 2026, its #961 holding.
  • Rafferty Asset Management first reported a position in MarineMax in Q4 2020 and has held it in 22 quarters since.
  • Rafferty Asset Management's MarineMax position peaked at $1.03M in Q2 2021.
  • 184 funds tracked by Wall St. Rank held MarineMax as of Q2 2026.

Based on Rafferty Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.