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Wealth Preservation Advisors’s MarineMax HZO Stock Holding History

Wealth Preservation Advisors’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 		$27 Buy
+1
New +$28 ﹤0.01% 996

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 $1.32B AUM 28.11% 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

Wealth Preservation Advisors's HZO Position: Q1 2026 in Review

Wealth Preservation Advisors opened a new position in MarineMax (HZO) in Q1 2026: 1 share worth $27. The stake represents ﹤0.01% of the portfolio and ranks #996 among its holdings.

171 funds tracked by Wall St. Rank hold HZO as of Q1 2026.

  • Wealth Preservation Advisors held 1 share of MarineMax worth $27 as of Q1 2026.
  • MarineMax was a new Wealth Preservation Advisors position in Q1 2026.
  • MarineMax made up ﹤0.01% of Wealth Preservation Advisors's portfolio in Q1 2026, its #996 holding.
  • 171 funds tracked by Wall St. Rank held MarineMax as of Q1 2026.

Based on Wealth Preservation Advisors's 13F filing for Q1 2026, filed 15 May 2026.