Stephens Consulting’s MarineMax HZO Stock Holding History

Stephens Consulting’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 Q2	–	Sell	-15	Closed	-$323	–	1556
2025 Q1	$323	Buy	+15	New	+$400	﹤0.01%	1438

Other funds holding HZO

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BBCM

Broad Bay Capital Management New York $1.07B AUM 90.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

LCS

Levin Capital Strategies New York $1.49B AUM 30.44% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Stephens Consulting's HZO Position: Q2 2025 in Review

Stephens Consulting sold out of MarineMax (HZO) in Q2 2025, closing a stake of 15 shares — an estimated $323 sold.

Stephens Consulting first reported a position in HZO in Q1 2025 and held it in 1 quarter. The position peaked at $323 in Q1 2025. 158 funds tracked by Wall St. Rank hold HZO as of Q2 2025.

Stephens Consulting reported no remaining MarineMax position as of Q2 2025 after selling out during the quarter.
Stephens Consulting sold 15 MarineMax shares in Q2 2025, an estimated $323.
Stephens Consulting first reported a position in MarineMax in Q1 2025 and held it in 1 quarter.
Stephens Consulting's MarineMax position peaked at $323 in Q1 2025.
158 funds tracked by Wall St. Rank held MarineMax as of Q2 2025.

Based on Stephens Consulting's 13F filing for Q2 2025, filed 25 Jul 2025.