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Round Rock Advisors’s MarineMax HZO Stock Holding History

Round Rock Advisors’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 		$4.4M Buy
120,030
+57,521
+92% +$1.85M 0.57% 23
2026
Q1 		$1.69M Buy
62,509
+10,513
+20% +$292K 0.26% 55
2025
Q4 		$1.26M Buy
51,996
+13,528
+35% +$334K 0.19% 75
2025
Q3 		$1.01M Buy
+38,468
New +$980K 0.16% 89

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

Round Rock Advisors's HZO Position: Q2 2026 in Review

Round Rock Advisors increased its MarineMax (HZO) stake by 92% in Q2 2026, buying an estimated $1.85M and bringing the position to 120,030 shares worth $4.4M. The position accounts for 0.57% of the portfolio, ranked #23.

Round Rock Advisors first reported a position in HZO in Q3 2025 and has held it in 4 quarters since. 184 funds tracked by Wall St. Rank hold HZO as of Q2 2026.

  • Round Rock Advisors held 120,030 shares of MarineMax worth $4.4M as of Q2 2026.
  • Round Rock Advisors bought 57,521 MarineMax shares in Q2 2026, an estimated $1.85M.
  • MarineMax made up 0.57% of Round Rock Advisors's portfolio in Q2 2026, its #23 holding.
  • Round Rock Advisors first reported a position in MarineMax in Q3 2025 and has held it in 4 quarters since.
  • 184 funds tracked by Wall St. Rank held MarineMax as of Q2 2026.

Based on Round Rock Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.