Avion Wealth’s Maximus MMS Stock Holding History

Avion Wealth’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	–	Sell	-8	Closed	–	–	1465
2025 Q4	$0	Hold	8	–	–	﹤0.01%	1456
2025 Q3	$0	Hold	8	–	–	﹤0.01%	1416
2025 Q2	$0	Buy	+8	New	+$562	﹤0.01%	1440
2023 Q4	–	Sell	-13	Closed	–	–	1240
2023 Q3	$0	Buy	13 +6	+86%	+$488	﹤0.01%	1048
2023 Q2	$0	Buy	+7	New	+$576	﹤0.01%	926

Other funds holding MMS

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

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

Avion Wealth's MMS Position: Q1 2026 in Review

Avion Wealth sold out of Maximus (MMS) in Q1 2026, closing a stake of 8 shares.

Avion Wealth first reported a position in MMS in Q2 2023 and held it in 5 quarters. The position peaked at $0 in Q4 2025. 375 funds tracked by Wall St. Rank hold MMS as of Q1 2026.

Avion Wealth reported no remaining Maximus position as of Q1 2026 after selling out during the quarter.
Avion Wealth sold 8 Maximus shares in Q1 2026.
Avion Wealth first reported a position in Maximus in Q2 2023 and held it in 5 quarters.
Avion Wealth's Maximus position peaked at $0 in Q4 2025.
375 funds tracked by Wall St. Rank held Maximus as of Q1 2026.

Based on Avion Wealth's 13F filing for Q1 2026, filed 1 May 2026.