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 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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fuller & Thaler Asset Management

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Mackenzie Financial

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return