AE Wealth Management’s Maximus MMS Stock Holding History

AE Wealth Management’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 Q1	$451K	Buy	7,031 +225	+3%	+$18.3K	﹤0.01%	1164
2025 Q4	$588K	Buy	6,806 +3,025	+80%	+$259K	﹤0.01%	981
2025 Q3	$346K	Sell	3,781 -20	-0.5%	-$1.62K	﹤0.01%	1123
2025 Q2	$267K	Sell	3,801 -285	-7%	-$20K	﹤0.01%	1160
2025 Q1	$279K	Sell	4,086 -566	-12%	-$40.3K	﹤0.01%	1121
2024 Q4	$347K	Buy	+4,652	New	+$380K	﹤0.01%	1034
2022 Q2	–	Sell	-5,946	Closed	-$446K	–	1790
2022 Q1	$446K	Sell	5,946 -824	-12%	-$63.1K	﹤0.01%	1271
2021 Q4	$539K	Sell	6,770 -1,589	-19%	-$130K	﹤0.01%	1227
2021 Q3	$695K	Buy	8,359 +2,629	+46%	+$225K	0.01%	1009
2021 Q2	$504K	Buy	+5,730	New	+$525K	﹤0.01%	1140
2020 Q3	–	Sell	-8,182	Closed	-$576K	–	1335
2020 Q2	$576K	Buy	+8,182	New	+$550K	0.01%	825

Other funds holding MMS

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

AE Wealth Management's MMS Position: Q1 2026 in Review

AE Wealth Management increased its Maximus (MMS) stake by 3.3% in Q1 2026, buying an estimated $18.3K and bringing the position to 7,031 shares worth $451K. The position accounts for ﹤0.01% of the portfolio, ranked #1164.

AE Wealth Management first reported a position in MMS in Q2 2020 and has held it in 11 quarters since. The position peaked at $695K in Q3 2021. 371 funds tracked by Wall St. Rank hold MMS as of Q1 2026.

AE Wealth Management held 7,031 shares of Maximus worth $451K as of Q1 2026.
AE Wealth Management bought 225 Maximus shares in Q1 2026, an estimated $18.3K.
Maximus made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #1164 holding.
AE Wealth Management first reported a position in Maximus in Q2 2020 and has held it in 11 quarters since.
AE Wealth Management's Maximus position peaked at $695K in Q3 2021.
371 funds tracked by Wall St. Rank held Maximus as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.