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Spire Wealth Management’s MarineMax HZO Stock Holding History

Spire Wealth 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
2025
Q4 		– Sell
-1,175
Closed -$29.8K – 2391
2025
Q3 		$29.8K Sell
1,175
-290
-20% -$7.39K ﹤0.01% 1392
2025
Q2 		$36.8K Buy
1,465
+35
+2% +$775 ﹤0.01% 1307
2025
Q1 		$30.7K Sell
1,430
-51
-3% -$1.36K ﹤0.01% 1460
2024
Q4 		$42.9K Hold
1,481
– – ﹤0.01% 1336
2024
Q3 		$52.2K Buy
1,481
+196
+15% +$6.39K ﹤0.01% 1121
2024
Q2 		$41.6K Sell
1,285
-9
-0.7% -$264 ﹤0.01% 1177
2024
Q1 		$43K Sell
1,294
-72
-5% -$2.31K ﹤0.01% 1270
2023
Q4 		$46K Sell
1,366
-130
-9% -$4.12K ﹤0.01% 1226
2023
Q3 		$49.1K Buy
1,496
+551
+58% +$19.2K ﹤0.01% 1177
2023
Q2 		$32.3K Hold
945
– – ﹤0.01% 1387
2023
Q1 		$27.2K Buy
+945
New +$29.7K ﹤0.01% 1487
2022
Q3 		– Sell
-31
Closed -$1K – 2373
2022
Q2 		$1K Buy
+31
New +$1.25K ﹤0.01% 2519
2022
Q1 		– Sell
-59
Closed -$3K – 2678
2021
Q4 		$3K Buy
59
+13
+28% +$696 ﹤0.01% 2697
2021
Q3 		$2K Buy
+46
New +$2.29K ﹤0.01% 2462
2021
Q2 		– Sell
-23,545
Closed -$1.22M – 2749
2021
Q1 		$1.22M Buy
+23,545
New +$1.11M 0.03% 388

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BFM
Boothbay Fund Management New York $7.6B AUM 109.3% 1-Year Est. Return
LCS
Levin Capital Strategies New York $1.49B AUM 30.44% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
CP
CenterBook Partners Greenwich, Connecticut $2.04B AUM 35.27% 1-Year Est. Return

Spire Wealth Management's HZO Position: Q4 2025 in Review

Spire Wealth Management sold out of MarineMax (HZO) in Q4 2025, closing a stake of 1,175 shares — an estimated $29.8K sold.

Spire Wealth Management first reported a position in HZO in Q1 2021 and held it in 15 quarters. The position peaked at $1.22M in Q1 2021. 164 funds tracked by Wall St. Rank hold HZO as of Q4 2025.

  • Spire Wealth Management reported no remaining MarineMax position as of Q4 2025 after selling out during the quarter.
  • Spire Wealth Management sold 1,175 MarineMax shares in Q4 2025, an estimated $29.8K.
  • Spire Wealth Management first reported a position in MarineMax in Q1 2021 and held it in 15 quarters.
  • Spire Wealth Management's MarineMax position peaked at $1.22M in Q1 2021.
  • 164 funds tracked by Wall St. Rank held MarineMax as of Q4 2025.

Based on Spire Wealth Management's 13F filing for Q4 2025, filed 14 Jan 2026.