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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
Q2 		$275K Sell
5,122
-2,974
-37% -$185K ﹤0.01% 1910
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

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 $3.38T AUM 44.17% 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 $4.11B AUM 38.38% 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

Atria Investments's MMS Position: Q2 2026 in Review

Atria Investments reduced its Maximus (MMS) stake by 37% in Q2 2026, selling an estimated $185K and leaving 5,122 shares worth $275K. The position accounts for ﹤0.01% of the portfolio, ranked #1910.

Atria Investments first reported a position in MMS in Q2 2021 and has held it in 11 quarters since. The position peaked at $2.13M in Q3 2021. 352 funds tracked by Wall St. Rank hold MMS as of Q2 2026.

  • Atria Investments held 5,122 shares of Maximus worth $275K as of Q2 2026.
  • Atria Investments sold 2,974 Maximus shares in Q2 2026, an estimated $185K.
  • Maximus made up ﹤0.01% of Atria Investments's portfolio in Q2 2026, its #1910 holding.
  • Atria Investments first reported a position in Maximus in Q2 2021 and has held it in 11 quarters since.
  • Atria Investments's Maximus position peaked at $2.13M in Q3 2021.
  • 352 funds tracked by Wall St. Rank held Maximus as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.