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Bailard’s Maximus MMS Stock Holding History

Bailard’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 		$527K Buy
+9,808
New +$611K 0.01% 501
2024
Q3 		– Sell
-2,500
Closed -$214K – 776
2024
Q2 		$214K Buy
+2,500
New +$210K 0.01% 659
2021
Q3 		– Sell
-3,500
Closed -$308K – 744
2021
Q2 		$308K Buy
+3,500
New +$321K 0.01% 515
2020
Q2 		– Sell
-4,665
Closed -$272K – 536
2020
Q1 		$272K Buy
+4,665
New +$317K 0.02% 342

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

Bailard's MMS Position: Q2 2026 in Review

Bailard opened a new position in Maximus (MMS) in Q2 2026: 9,808 shares worth $527K. The stake represents 0.01% of the portfolio and ranks #501 among its holdings. This is a return to the name: Bailard previously reported a position in MMS as recently as Q2 2024.

Bailard first reported a position in MMS in Q1 2020 and has held it in 4 quarters since. 352 funds tracked by Wall St. Rank hold MMS as of Q2 2026.

  • Bailard held 9,808 shares of Maximus worth $527K as of Q2 2026.
  • Maximus was a new Bailard position in Q2 2026.
  • Maximus made up 0.01% of Bailard's portfolio in Q2 2026, its #501 holding.
  • Bailard first reported a position in Maximus in Q1 2020 and has held it in 4 quarters since.
  • 352 funds tracked by Wall St. Rank held Maximus as of Q2 2026.

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