Annis Gardner Whiting Capital Advisors’s Maximus MMS Stock Holding History

Annis Gardner Whiting Capital Advisors’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	-11	Closed	-$706	–	897
2026 Q1	$706	Buy	+11	New	+$893	﹤0.01%	1183
2025 Q2	–	Sell	-37	Closed	-$2.52K	–	1344
2025 Q1	$2.52K	Hold	37	–	–	﹤0.01%	672
2024 Q4	$2.76K	Sell	37 -16	-30%	-$1.3K	﹤0.01%	664
2024 Q3	$4.94K	Hold	53	–	–	﹤0.01%	633
2024 Q2	$4.54K	Hold	53	–	–	﹤0.01%	782
2024 Q1	$4.45K	Hold	53	–	–	﹤0.01%	772
2023 Q4	$4.45K	Hold	53	–	–	﹤0.01%	557
2023 Q3	$3.96K	Buy	+53	New	+$4.31K	﹤0.01%	551

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 $3.37T AUM 44.26% 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 $4.38B AUM 55.55% 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

Annis Gardner Whiting Capital Advisors's MMS Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of Maximus (MMS) in Q2 2026, closing a stake of 11 shares — an estimated $706 sold.

Annis Gardner Whiting Capital Advisors first reported a position in MMS in Q3 2023 and held it in 8 quarters. The position peaked at $4.94K in Q3 2024. 349 funds tracked by Wall St. Rank hold MMS as of Q2 2026.

Annis Gardner Whiting Capital Advisors reported no remaining Maximus position as of Q2 2026 after selling out during the quarter.
Annis Gardner Whiting Capital Advisors sold 11 Maximus shares in Q2 2026, an estimated $706.
Annis Gardner Whiting Capital Advisors first reported a position in Maximus in Q3 2023 and held it in 8 quarters.
Annis Gardner Whiting Capital Advisors's Maximus position peaked at $4.94K in Q3 2024.
349 funds tracked by Wall St. Rank held Maximus as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.