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 Q2	$378K	Buy	7,034 +3	+0%	+$187	﹤0.01%	1364
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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

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

AE Wealth Management's MMS Position: Q2 2026 in Review

AE Wealth Management increased its Maximus (MMS) stake by 0.04% in Q2 2026, buying an estimated $187 and bringing the position to 7,034 shares worth $378K. The position accounts for ﹤0.01% of the portfolio, ranked #1364.

AE Wealth Management first reported a position in MMS in Q2 2020 and has held it in 12 quarters since. The position peaked at $695K in Q3 2021. 352 funds tracked by Wall St. Rank hold MMS as of Q2 2026.

AE Wealth Management held 7,034 shares of Maximus worth $378K as of Q2 2026.
AE Wealth Management bought 3 Maximus shares in Q2 2026, an estimated $187.
Maximus made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1364 holding.
AE Wealth Management first reported a position in Maximus in Q2 2020 and has held it in 12 quarters since.
AE Wealth Management's Maximus position peaked at $695K in Q3 2021.
352 funds tracked by Wall St. Rank held Maximus as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.