Superior Planning, LLC’s Maximus MMS Stock Holding History

Superior Planning, LLC’s Portfolio MMS Stock Details MMS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.22K	Buy	+23	New	+$1.32K	﹤0.01%	1710

Other funds holding MMS

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Stephens Investment Management Group Houston, Texas $9.29B AUM 41.16% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

River Road Asset Management Louisville, Kentucky $8.42B AUM 5.65% 1-Year Est. Return

Jupiter Asset Management London, United Kingdom $21.4B AUM 19.74% 1-Year Est. Return

Superior Planning, LLC's MMS Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Maximus (MMS) in Q3 2026: 23 shares worth $1.22K. The stake represents ﹤0.01% of the portfolio and ranks #1710 among its holdings.

228 funds tracked by Wall St. Rank hold MMS as of Q3 2026.

Superior Planning, LLC held 23 shares of Maximus worth $1.22K as of Q3 2026.
Maximus was a new Superior Planning, LLC position in Q3 2026.
Maximus made up ﹤0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #1710 holding.
228 funds tracked by Wall St. Rank held Maximus as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.