UBS Group’s MarineMax HZO Stock Holding History

UBS Group’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
2015 Q1	–	Sell	-900	Closed	-$18K	–	9027
2014 Q4	$18K	Buy	+900	New	+$16.5K	﹤0.01%	7795

Other funds holding HZO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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 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 San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

UBS Group's HZO Position: Q1 2026 in Review

UBS Group reduced its MarineMax (HZO) stake by 4.7% in Q1 2026, selling an estimated $164K and leaving 118,911 shares worth $3.22M. The position accounts for ﹤0.01% of the portfolio, ranked #4523.

UBS Group first reported a position in HZO in Q4 2014 and has held it in 46 quarters since. The position peaked at $6.6M in Q1 2025. 172 funds tracked by Wall St. Rank hold HZO as of Q1 2026.

UBS Group held 118,911 shares of MarineMax worth $3.22M as of Q1 2026.
UBS Group sold 5,908 MarineMax shares in Q1 2026, an estimated $164K.
MarineMax made up ﹤0.01% of UBS Group's portfolio in Q1 2026, its #4523 holding.
UBS Group first reported a position in MarineMax in Q4 2014 and has held it in 46 quarters since.
UBS Group's MarineMax position peaked at $6.6M in Q1 2025.
172 funds tracked by Wall St. Rank held MarineMax as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.