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True Wealth Design’s MarineMax HZO Stock Holding History

True Wealth Design’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 		– Sell
-42
Closed -$1.14K – 2765
2026
Q1 		$1.14K Buy
+42
New +$1.17K ﹤0.01% 1758
2025
Q4 		– Sell
-9
Closed -$228 – 2682
2025
Q3 		$228 Hold
9
– – ﹤0.01% 2272
2025
Q2 		$227 Sell
9
-7
-44% -$155 ﹤0.01% 2033
2025
Q1 		$344 Buy
+16
New +$427 ﹤0.01% 1720

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

True Wealth Design's HZO Position: Q2 2026 in Review

True Wealth Design sold out of MarineMax (HZO) in Q2 2026, closing a stake of 42 shares — an estimated $1.14K sold.

True Wealth Design first reported a position in HZO in Q1 2025 and held it in 4 quarters. The position peaked at $1.14K in Q1 2026. 184 funds tracked by Wall St. Rank hold HZO as of Q2 2026.

  • True Wealth Design reported no remaining MarineMax position as of Q2 2026 after selling out during the quarter.
  • True Wealth Design sold 42 MarineMax shares in Q2 2026, an estimated $1.14K.
  • True Wealth Design first reported a position in MarineMax in Q1 2025 and held it in 4 quarters.
  • True Wealth Design's MarineMax position peaked at $1.14K in Q1 2026.
  • 184 funds tracked by Wall St. Rank held MarineMax as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.