SAM
HZO icon

Smartleaf Asset Management’s MarineMax HZO Stock Holding History

Smartleaf 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
Q1 		$10.9K Sell
422
-423
-50% -$11.7K ﹤0.01% 2283
2025
Q4 		$20.6K Sell
845
-284
-25% -$7.01K ﹤0.01% 2017
2025
Q3 		$29.3K Buy
1,129
+61
+6% +$1.55K ﹤0.01% 1652
2025
Q2 		$27.9K Sell
1,068
-239
-18% -$5.29K ﹤0.01% 1419
2025
Q1 		$28.8K Sell
1,307
-251
-16% -$6.7K ﹤0.01% 1424
2024
Q4 		$42.5K Buy
1,558
+1,058
+212% +$32.5K ﹤0.01% 1250
2024
Q3 		$17.8K Buy
500
+210
+72% +$6.85K ﹤0.01% 1416
2024
Q2 		$9.32K Buy
+290
New +$8.5K ﹤0.01% 1450

Other funds holding HZO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LCS
Levin Capital Strategies New York $1.49B AUM 30.44% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Smartleaf Asset Management's HZO Position: Q1 2026 in Review

Smartleaf Asset Management reduced its MarineMax (HZO) stake by 50% in Q1 2026, selling an estimated $11.7K and leaving 422 shares worth $10.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2283.

Smartleaf Asset Management first reported a position in HZO in Q2 2024 and has held it in 8 quarters since. The position peaked at $42.5K in Q4 2024. 172 funds tracked by Wall St. Rank hold HZO as of Q1 2026.

  • Smartleaf Asset Management held 422 shares of MarineMax worth $10.9K as of Q1 2026.
  • Smartleaf Asset Management sold 423 MarineMax shares in Q1 2026, an estimated $11.7K.
  • MarineMax made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q1 2026, its #2283 holding.
  • Smartleaf Asset Management first reported a position in MarineMax in Q2 2024 and has held it in 8 quarters since.
  • Smartleaf Asset Management's MarineMax position peaked at $42.5K in Q4 2024.
  • 172 funds tracked by Wall St. Rank held MarineMax as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.