Rockefeller Capital Management’s MarineMax HZO Stock Holding History

Rockefeller Capital 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 Q1	$352	Buy	+13	New	+$361	﹤0.01%	4586
2025 Q4	–	Sell	-159	Closed	-$4.03K	–	4745
2025 Q3	$4.03K	Buy	+159	New	+$4.05K	﹤0.01%	3938
2023 Q1	–	Sell	-2,762	Closed	-$86K	–	2862
2022 Q4	$86K	Sell	2,762 -19	-0.7%	-$597	﹤0.01%	2101
2022 Q3	$82K	Buy	2,781 +2,700	+3,333%	+$101K	﹤0.01%	2096
2022 Q2	$2K	Buy	81 +43	+113%	+$1.73K	﹤0.01%	3790
2022 Q1	$1K	Sell	38 -1	-3%	-$47	﹤0.01%	3740
2021 Q4	$2K	Buy	+39	New	+$2.09K	﹤0.01%	3540
2021 Q3	–	Sell	-41	Closed	-$1K	–	3752
2021 Q2	$1K	Buy	+41	New	+$2.14K	﹤0.01%	3336

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

Rockefeller Capital Management's HZO Position: Q1 2026 in Review

Rockefeller Capital Management opened a new position in MarineMax (HZO) in Q1 2026: 13 shares worth $352. The stake represents ﹤0.01% of the portfolio and ranks #4586 among its holdings. This is a return to the name: Rockefeller Capital Management previously reported a position in HZO as recently as Q3 2025.

Rockefeller Capital Management first reported a position in HZO in Q2 2021 and has held it in 8 quarters since. The position peaked at $86K in Q4 2022. 171 funds tracked by Wall St. Rank hold HZO as of Q1 2026.

Rockefeller Capital Management held 13 shares of MarineMax worth $352 as of Q1 2026.
MarineMax was a new Rockefeller Capital Management position in Q1 2026.
MarineMax made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #4586 holding.
Rockefeller Capital Management first reported a position in MarineMax in Q2 2021 and has held it in 8 quarters since.
Rockefeller Capital Management's MarineMax position peaked at $86K in Q4 2022.
171 funds tracked by Wall St. Rank held MarineMax as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.