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Arkadios Wealth Advisors’s Maximus MMS Stock Holding History

Arkadios Wealth 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
Q1 		$232K Sell
3,614
-1,302
-26% -$106K ﹤0.01% 1494
2025
Q4 		$424K Sell
4,916
-248
-5% -$21.2K 0.01% 1087
2025
Q3 		$472K Buy
5,164
+86
+2% +$6.97K 0.01% 958
2025
Q2 		$356K Buy
+5,078
New +$357K 0.01% 990

Other funds holding MMS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Geode Capital Management
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

Arkadios Wealth Advisors's MMS Position: Q1 2026 in Review

Arkadios Wealth Advisors reduced its Maximus (MMS) stake by 26% in Q1 2026, selling an estimated $106K and leaving 3,614 shares worth $232K. The position accounts for ﹤0.01% of the portfolio, ranked #1494.

Arkadios Wealth Advisors first reported a position in MMS in Q2 2025 and has held it in 4 quarters since. The position peaked at $472K in Q3 2025. 371 funds tracked by Wall St. Rank hold MMS as of Q1 2026.

  • Arkadios Wealth Advisors held 3,614 shares of Maximus worth $232K as of Q1 2026.
  • Arkadios Wealth Advisors sold 1,302 Maximus shares in Q1 2026, an estimated $106K.
  • Maximus made up ﹤0.01% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #1494 holding.
  • Arkadios Wealth Advisors first reported a position in Maximus in Q2 2025 and has held it in 4 quarters since.
  • Arkadios Wealth Advisors's Maximus position peaked at $472K in Q3 2025.
  • 371 funds tracked by Wall St. Rank held Maximus as of Q1 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q1 2026, filed 18 May 2026.