Blue Trust Inc
MMS icon

Blue Trust Inc’s Maximus MMS Stock Holding History

Blue Trust Inc’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
Q3 		$63.7K Sell
1,198
-594
-33% -$34.1K ﹤0.01% 1134
2026
Q2 		$96.3K Buy
1,792
+471
+36% +$29.4K ﹤0.01% 1070
2026
Q1 		$84.7K Buy
1,321
+168
+15% +$13.6K ﹤0.01% 1104
2025
Q4 		$100K Sell
1,153
-495
-30% -$42.3K ﹤0.01% 1068
2025
Q3 		$151K Buy
1,648
+39
+2% +$3.16K ﹤0.01% 911
2025
Q2 		$113K Buy
1,609
+381
+31% +$26.8K ﹤0.01% 998
2025
Q1 		$83.7K Buy
1,228
+303
+33% +$21.6K ﹤0.01% 1075
2024
Q4 		$69.1K Sell
925
-385
-29% -$31.4K ﹤0.01% 1102
2024
Q3 		$112K Buy
1,310
+918
+234% +$82.1K ﹤0.01% 1157
2024
Q2 		$32.9K Buy
392
+262
+202% +$22K ﹤0.01% 1448
2024
Q1 		$10.9K Sell
130
-33
-20% -$2.71K ﹤0.01% 1417
2023
Q4 		$12K Buy
163
+99
+155% +$7.9K ﹤0.01% 1521
2023
Q3 		$5K Buy
+64
New +$5.21K ﹤0.01% 1643
2023
Q2 		– Sell
-1,296
Closed -$95K – 2336
2023
Q1 		$95K Buy
1,296
+128
+11% +$9.9K ﹤0.01% 784
2022
Q4 		$68K Buy
1,168
+792
+211% +$51.1K ﹤0.01% 798
2022
Q3 		$24K Buy
376
+153
+69% +$9.5K ﹤0.01% 1019
2022
Q2 		$17K Buy
+223
New +$15.1K ﹤0.01% 1017

Other funds holding MMS

Reinhart Partners
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
Ranmore Fund Management
Ranmore Fund Management Cobham, United Kingdom $901M AUM 11.24% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Harbor Capital Advisors
Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Chatham Capital Group
Chatham Capital Group Savannah, Georgia $777M AUM 22.3% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Blue Trust Inc's MMS Position: Q3 2026 in Review

Blue Trust Inc reduced its Maximus (MMS) stake by 33% in Q3 2026, selling an estimated $34.1K and leaving 1,198 shares worth $63.7K. The position accounts for ﹤0.01% of the portfolio, ranked #1134.

Blue Trust Inc first reported a position in MMS in Q2 2022 and has held it in 17 quarters since. The position peaked at $151K in Q3 2025. 55 funds tracked by Wall St. Rank hold MMS as of Q3 2026.

  • Blue Trust Inc held 1,198 shares of Maximus worth $63.7K as of Q3 2026.
  • Blue Trust Inc sold 594 Maximus shares in Q3 2026, an estimated $34.1K.
  • Maximus made up ﹤0.01% of Blue Trust Inc's portfolio in Q3 2026, its #1134 holding.
  • Blue Trust Inc first reported a position in Maximus in Q2 2022 and has held it in 17 quarters since.
  • Blue Trust Inc's Maximus position peaked at $151K in Q3 2025.
  • 55 funds tracked by Wall St. Rank held Maximus as of Q3 2026.

Based on Blue Trust Inc's 13F filing for Q3 2026, filed 15 Oct 2026.