Rothwell Investment Advisors, LLC’s Maximus MMS Stock Holding History

Rothwell Investment Advisors, 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	$31.3K	Buy	+588	New	+$33.8K	0.02%	517

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

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

Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return

Rothwell Investment Advisors, LLC's MMS Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Maximus (MMS) in Q3 2026: 588 shares worth $31.3K. The stake represents 0.02% of the portfolio and ranks #517 among its holdings.

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

Rothwell Investment Advisors, LLC held 588 shares of Maximus worth $31.3K as of Q3 2026.
Maximus was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Maximus made up 0.02% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #517 holding.
192 funds tracked by Wall St. Rank held Maximus as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.