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Abacus Wealth Partners’s Maximus MMS Stock Holding History

Abacus Wealth Partners’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
Q2 		– Sell
-6,719
Closed -$431K – 433
2026
Q1 		$431K Buy
6,719
+1,410
+27% +$114K 0.04% 254
2025
Q4 		$458K Buy
+5,309
New +$454K 0.05% 238

Other funds holding MMS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return

Abacus Wealth Partners's MMS Position: Q2 2026 in Review

Abacus Wealth Partners sold out of Maximus (MMS) in Q2 2026, closing a stake of 6,719 shares — an estimated $431K sold.

Abacus Wealth Partners first reported a position in MMS in Q4 2025 and held it in 2 quarters. The position peaked at $458K in Q4 2025. 349 funds tracked by Wall St. Rank hold MMS as of Q2 2026.

  • Abacus Wealth Partners reported no remaining Maximus position as of Q2 2026 after selling out during the quarter.
  • Abacus Wealth Partners sold 6,719 Maximus shares in Q2 2026, an estimated $431K.
  • Abacus Wealth Partners first reported a position in Maximus in Q4 2025 and held it in 2 quarters.
  • Abacus Wealth Partners's Maximus position peaked at $458K in Q4 2025.
  • 349 funds tracked by Wall St. Rank held Maximus as of Q2 2026.

Based on Abacus Wealth Partners's 13F filing for Q2 2026, filed 22 Jul 2026.