AssetMark Inc
MMS icon

AssetMark Inc’s Maximus MMS Stock Holding History

AssetMark Inc’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 		$83 Sell
2
-59
-97% -$3.68K ﹤0.01% 3482
2026
Q1 		$3.88K Sell
61
-70
-53% -$5.68K ﹤0.01% 2660
2025
Q4 		$11.3K Buy
131
+39
+42% +$3.33K ﹤0.01% 2177
2025
Q3 		$8.39K Buy
92
+54
+142% +$4.38K ﹤0.01% 2171
2025
Q2 		$2.65K Buy
38
+36
+1,800% +$2.53K ﹤0.01% 2345
2025
Q1 		$129 Sell
2
-8
-80% -$570 ﹤0.01% 2553
2024
Q4 		$739 Buy
10
+3
+43% +$245 ﹤0.01% 2308
2024
Q3 		$642 Buy
7
+6
+600% +$536 ﹤0.01% 2055
2024
Q2 		$77 Sell
1
-6
-86% -$504 ﹤0.01% 2050
2024
Q1 		$578 Buy
+7
New +$576 ﹤0.01% 1714
2023
Q4 		– Sell
-1
Closed -$75 – 1957
2023
Q3 		$75 Buy
+1
New +$81 ﹤0.01% 1716
2017
Q3 		– Sell
-26
Closed -$2K – 1560
2017
Q2 		$2K Buy
+26
New +$1.61K ﹤0.01% 1230
2016
Q2 		– Sell
-11
Closed -$1K – 1243
2016
Q1 		$1K Sell
11
-15
-58% -$765 ﹤0.01% 1122
2015
Q4 		$1K Buy
26
+14
+117% +$844 ﹤0.01% 1227
2015
Q3 		$1K Sell
12
-26,312
-100% -$1.67M ﹤0.01% 678
2015
Q2 		$1.73M Buy
26,324
+100
+0.4% +$6.54K 0.04% 222
2015
Q1 		$1.75M Sell
26,224
-56
-0.2% -$3.33K 0.04% 216
2014
Q4 		$1.44M Sell
26,280
-232
-0.9% -$11.3K 0.03% 243
2014
Q3 		$1.06M Sell
26,512
-57,035
-68% -$2.36M 0.02% 278
2014
Q2 		$3.59M Sell
83,547
-7,949
-9% -$342K 0.08% 125
2014
Q1 		$4.11M Buy
91,496
+1,145
+1% +$51.8K 0.1% 95
2013
Q4 		$3.98M Sell
90,351
-10,363
-10% -$477K 0.09% 106
2013
Q3 		$4.54M Buy
+100,714
New +$3.9M 0.11% 103

Other funds holding MMS

RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
RL
Ruffer LLP London, United Kingdom $2.83B AUM 30.34% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Universal-Beteiligungs- und Servicegesellschaft
Universal-Beteiligungs- und Servicegesellschaft Frankfurt Am Main, Germany $65.4B AUM 39.83% 1-Year Est. Return

AssetMark Inc's MMS Position: Q2 2026 in Review

AssetMark Inc reduced its Maximus (MMS) stake by 97% in Q2 2026, selling an estimated $3.68K and leaving 2 shares worth $83. The position accounts for ﹤0.01% of the portfolio, ranked #3482.

AssetMark Inc first reported a position in MMS in Q3 2013 and has held it in 23 quarters since. The position peaked at $4.54M in Q3 2013. 116 funds tracked by Wall St. Rank hold MMS as of Q2 2026.

  • AssetMark Inc held 2 shares of Maximus worth $83 as of Q2 2026.
  • AssetMark Inc sold 59 Maximus shares in Q2 2026, an estimated $3.68K.
  • Maximus made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #3482 holding.
  • AssetMark Inc first reported a position in Maximus in Q3 2013 and has held it in 23 quarters since.
  • AssetMark Inc's Maximus position peaked at $4.54M in Q3 2013.
  • 116 funds tracked by Wall St. Rank held Maximus as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.