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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
Q2 		$204K Buy
3,793
+179
+5% +$11.2K ﹤0.01% 1627
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
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
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 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

Arkadios Wealth Advisors's MMS Position: Q2 2026 in Review

Arkadios Wealth Advisors increased its Maximus (MMS) stake by 5% in Q2 2026, buying an estimated $11.2K and bringing the position to 3,793 shares worth $204K. The position accounts for ﹤0.01% of the portfolio, ranked #1627.

Arkadios Wealth Advisors first reported a position in MMS in Q2 2025 and has held it in 5 quarters since. The position peaked at $472K in Q3 2025. 352 funds tracked by Wall St. Rank hold MMS as of Q2 2026.

  • Arkadios Wealth Advisors held 3,793 shares of Maximus worth $204K as of Q2 2026.
  • Arkadios Wealth Advisors bought 179 Maximus shares in Q2 2026, an estimated $11.2K.
  • Maximus made up ﹤0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #1627 holding.
  • Arkadios Wealth Advisors first reported a position in Maximus in Q2 2025 and has held it in 5 quarters since.
  • Arkadios Wealth Advisors's Maximus position peaked at $472K in Q3 2025.
  • 352 funds tracked by Wall St. Rank held Maximus as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.