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Wealthspire Advisors (New York)’s MarineMax HZO Stock Holding History

Wealthspire Advisors (New York)’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
-118
Closed -$2.99K – 1874
2025
Q3 		$2.99K Buy
+118
New +$3.01K ﹤0.01% 2486

Other funds holding HZO

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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 $7.71B AUM 106.29% 1-Year Est. Return
LCS
Levin Capital Strategies New York $1.49B AUM 30.44% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
CP
CenterBook Partners Greenwich, Connecticut $2.04B AUM 35.27% 1-Year Est. Return

Wealthspire Advisors (New York)'s HZO Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of MarineMax (HZO) in Q4 2025, closing a stake of 118 shares — an estimated $2.99K sold.

Wealthspire Advisors (New York) first reported a position in HZO in Q3 2025 and held it in 1 quarter. The position peaked at $2.99K in Q3 2025. 164 funds tracked by Wall St. Rank hold HZO as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining MarineMax position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 118 MarineMax shares in Q4 2025, an estimated $2.99K.
  • Wealthspire Advisors (New York) first reported a position in MarineMax in Q3 2025 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s MarineMax position peaked at $2.99K in Q3 2025.
  • 164 funds tracked by Wall St. Rank held MarineMax as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.