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Basecamp Wealth Advisors’s Maximus MMS Stock Holding History

Basecamp Wealth Advisors’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 		$17.5K Sell
326
-64
-16% -$3.99K ﹤0.01% 868
2026
Q1 		$25K Sell
390
-38
-9% -$3.08K 0.01% 754
2025
Q4 		$36.9K Buy
+428
New +$36.6K 0.01% 609

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

Basecamp Wealth Advisors's MMS Position: Q2 2026 in Review

Basecamp Wealth Advisors reduced its Maximus (MMS) stake by 16% in Q2 2026, selling an estimated $3.99K and leaving 326 shares worth $17.5K. The position accounts for ﹤0.01% of the portfolio, ranked #868.

Basecamp Wealth Advisors first reported a position in MMS in Q4 2025 and has held it in 3 quarters since. The position peaked at $36.9K in Q4 2025. 349 funds tracked by Wall St. Rank hold MMS as of Q2 2026.

  • Basecamp Wealth Advisors held 326 shares of Maximus worth $17.5K as of Q2 2026.
  • Basecamp Wealth Advisors sold 64 Maximus shares in Q2 2026, an estimated $3.99K.
  • Maximus made up ﹤0.01% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #868 holding.
  • Basecamp Wealth Advisors first reported a position in Maximus in Q4 2025 and has held it in 3 quarters since.
  • Basecamp Wealth Advisors's Maximus position peaked at $36.9K in Q4 2025.
  • 349 funds tracked by Wall St. Rank held Maximus as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.