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Algert Global’s Maximus MMS Stock Holding History

Algert Global’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 		– Sell
-37,245
Closed -$3.21M – 1270
2025
Q4 		$3.21M Sell
37,245
-98,975
-73% -$8.46M 0.05% 582
2025
Q3 		$12.4M Sell
136,220
-44,536
-25% -$3.61M 0.21% 134
2025
Q2 		$12.7M Buy
180,756
+70,815
+64% +$4.97M 0.27% 77
2025
Q1 		$7.5M Sell
109,941
-77,076
-41% -$5.49M 0.19% 150
2024
Q4 		$14M Buy
187,017
+20,215
+12% +$1.65M 0.33% 46
2024
Q3 		$15.5M Buy
166,802
+21,831
+15% +$1.95M 0.42% 16
2024
Q2 		$12.4M Buy
+144,971
New +$12.2M 0.41% 11
2014
Q3 		– Sell
-7,040
Closed -$303K – 304
2014
Q2 		$303K Sell
7,040
-6,690
-49% -$288K 0.2% 190
2014
Q1 		$616K Buy
13,730
+530
+4% +$24K 0.24% 148
2013
Q4 		$581K Buy
13,200
+2,180
+20% +$100K 0.16% 200
2013
Q3 		$496K Buy
+11,020
New +$426K 0.14% 207

Other funds holding MMS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 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

Algert Global's MMS Position: Q1 2026 in Review

Algert Global sold out of Maximus (MMS) in Q1 2026, closing a stake of 37,245 shares — an estimated $3.21M sold.

Algert Global first reported a position in MMS in Q3 2013 and held it in 11 quarters. The position peaked at $15.5M in Q3 2024. 373 funds tracked by Wall St. Rank hold MMS as of Q1 2026.

  • Algert Global reported no remaining Maximus position as of Q1 2026 after selling out during the quarter.
  • Algert Global sold 37,245 Maximus shares in Q1 2026, an estimated $3.21M.
  • Algert Global first reported a position in Maximus in Q3 2013 and held it in 11 quarters.
  • Algert Global's Maximus position peaked at $15.5M in Q3 2024.
  • 373 funds tracked by Wall St. Rank held Maximus as of Q1 2026.

Based on Algert Global's 13F filing for Q1 2026, filed 14 May 2026.