Bell Investment Advisors’s Maximus MMS Stock Holding History

Bell Investment 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	$484	Sell	9 -32	-78%	-$2K	﹤0.01%	1736
2026 Q1	$2.63K	Sell	41 -14	-25%	-$1.14K	﹤0.01%	1223
2025 Q4	$4.75K	Sell	55 -60	-52%	-$5.13K	﹤0.01%	987
2025 Q3	$10.5K	Buy	115 +7	+6%	+$567	﹤0.01%	629
2025 Q2	$7.58K	Buy	108 +14	+15%	+$983	﹤0.01%	791
2025 Q1	$6.41K	Sell	94 -7	-7%	-$499	﹤0.01%	796
2024 Q4	$7.54K	Buy	101 +23	+29%	+$1.88K	﹤0.01%	723
2024 Q3	$7.27K	Hold	78	–	–	﹤0.01%	759
2024 Q2	$6.68K	Hold	78	–	–	﹤0.01%	784
2024 Q1	$6.54K	Hold	78	–	–	﹤0.01%	777
2023 Q4	$6.54K	Hold	78	–	–	﹤0.01%	735
2023 Q3	$5.83K	Hold	78	–	–	﹤0.01%	730
2023 Q2	$6.59K	Sell	78 -6	-7%	-$493	﹤0.01%	681
2023 Q1	$6.61K	Buy	84 +6	+8%	+$462	﹤0.01%	649
2022 Q4	$5.72K	Sell	78 -10	-11%	-$645	﹤0.01%	742
2022 Q3	$5K	Hold	88	–	–	﹤0.01%	693
2022 Q2	$6K	Buy	+88	New	+$5.95K	﹤0.01%	631
2021 Q4	$6K	Buy	78 +3	+4%	+$245	﹤0.01%	698
2021 Q3	$6K	Buy	+75	New	+$6.42K	﹤0.01%	645

Other funds holding MMS

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 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

Bell Investment Advisors's MMS Position: Q2 2026 in Review

Bell Investment Advisors reduced its Maximus (MMS) stake by 78% in Q2 2026, selling an estimated $2K and leaving 9 shares worth $484. The position accounts for ﹤0.01% of the portfolio, ranked #1736.

Bell Investment Advisors first reported a position in MMS in Q3 2021 and has held it in 19 quarters since. The position peaked at $10.5K in Q3 2025. 352 funds tracked by Wall St. Rank hold MMS as of Q2 2026.

Bell Investment Advisors held 9 shares of Maximus worth $484 as of Q2 2026.
Bell Investment Advisors sold 32 Maximus shares in Q2 2026, an estimated $2K.
Maximus made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #1736 holding.
Bell Investment Advisors first reported a position in Maximus in Q3 2021 and has held it in 19 quarters since.
Bell Investment Advisors's Maximus position peaked at $10.5K in Q3 2025.
352 funds tracked by Wall St. Rank held Maximus as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.