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Atria Investments’s Maximus MMS Stock Holding History

Atria Investments’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 		$519K Buy
8,096
+3,975
+96% +$323K 0.01% 1428
2025
Q4 		$356K Buy
4,121
+1,773
+76% +$152K ﹤0.01% 1647
2025
Q3 		$215K Sell
2,348
-1,142
-33% -$92.5K ﹤0.01% 1911
2025
Q2 		$245K Buy
+3,490
New +$245K ﹤0.01% 1811
2025
Q1 		– Sell
-2,723
Closed -$203K – 1969
2024
Q4 		$203K Buy
2,723
+106
+4% +$8.65K ﹤0.01% 1780
2024
Q3 		$244K Buy
+2,617
New +$234K ﹤0.01% 1726
2022
Q2 		– Sell
-21,542
Closed -$1.61M – 830
2022
Q1 		$1.61M Sell
21,542
-547
-2% -$41.9K 0.03% 649
2021
Q4 		$1.76M Sell
22,089
-3,555
-14% -$291K 0.03% 617
2021
Q3 		$2.13M Buy
25,644
+7,169
+39% +$614K 0.04% 503
2021
Q2 		$1.63M Buy
+18,475
New +$1.69M 0.03% 586

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

Atria Investments's MMS Position: Q1 2026 in Review

Atria Investments increased its Maximus (MMS) stake by 96% in Q1 2026, buying an estimated $323K and bringing the position to 8,096 shares worth $519K. The position accounts for 0.01% of the portfolio, ranked #1428.

Atria Investments first reported a position in MMS in Q2 2021 and has held it in 10 quarters since. The position peaked at $2.13M in Q3 2021. 371 funds tracked by Wall St. Rank hold MMS as of Q1 2026.

  • Atria Investments held 8,096 shares of Maximus worth $519K as of Q1 2026.
  • Atria Investments bought 3,975 Maximus shares in Q1 2026, an estimated $323K.
  • Maximus made up 0.01% of Atria Investments's portfolio in Q1 2026, its #1428 holding.
  • Atria Investments first reported a position in Maximus in Q2 2021 and has held it in 10 quarters since.
  • Atria Investments's Maximus position peaked at $2.13M in Q3 2021.
  • 371 funds tracked by Wall St. Rank held Maximus as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.