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Action Point Financial Planning’s Maximus MMS Stock Holding History

Action Point Financial Planning’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 		$3.07K Buy
+60
New +$3.74K ﹤0.01% 2052

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

Action Point Financial Planning's MMS Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Maximus (MMS) in Q2 2026: 60 shares worth $3.07K. The stake represents ﹤0.01% of the portfolio and ranks #2052 among its holdings.

348 funds tracked by Wall St. Rank hold MMS as of Q2 2026.

  • Action Point Financial Planning held 60 shares of Maximus worth $3.07K as of Q2 2026.
  • Maximus was a new Action Point Financial Planning position in Q2 2026.
  • Maximus made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #2052 holding.
  • 348 funds tracked by Wall St. Rank held Maximus as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.