Raymond James Financial’s MarineMax HZO Stock Holding History

Raymond James Financial’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 Q1	–	Sell	-23,707	Closed	-$574K	–	5360
2025 Q4	$574K	Buy	23,707 +5,555	+31%	+$137K	﹤0.01%	4167
2025 Q3	$460K	Sell	18,152 -1,654	-8%	-$42.2K	﹤0.01%	4165
2025 Q2	$498K	Sell	19,806 -90	-0.5%	-$1.99K	﹤0.01%	4007
2025 Q1	$428K	Buy	19,896 +154	+0.8%	+$4.11K	﹤0.01%	4029
2024 Q4	$572K	Buy	+19,742	New	+$606K	﹤0.01%	3823

Other funds holding HZO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BFM

Boothbay Fund Management New York $7.71B AUM 106.31% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

LCS

Levin Capital Strategies New York $1.32B AUM 28.11% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Raymond James Financial's HZO Position: Q1 2026 in Review

Raymond James Financial sold out of MarineMax (HZO) in Q1 2026, closing a stake of 23,707 shares — an estimated $574K sold.

Raymond James Financial first reported a position in HZO in Q4 2024 and held it in 5 quarters. The position peaked at $574K in Q4 2025. 171 funds tracked by Wall St. Rank hold HZO as of Q1 2026.

Raymond James Financial reported no remaining MarineMax position as of Q1 2026 after selling out during the quarter.
Raymond James Financial sold 23,707 MarineMax shares in Q1 2026, an estimated $574K.
Raymond James Financial first reported a position in MarineMax in Q4 2024 and held it in 5 quarters.
Raymond James Financial's MarineMax position peaked at $574K in Q4 2025.
171 funds tracked by Wall St. Rank held MarineMax as of Q1 2026.

Based on Raymond James Financial's 13F filing for Q1 2026, filed 14 May 2026.