BTI
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
Q1 		$84.7K Buy
1,321
+168
+15% +$13.6K ﹤0.01% 1104
2025
Q4 		$99.5K 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% +$9.86K ﹤0.01% 784
2022
Q4 		$68K Buy
1,168
+792
+211% +$51.1K ﹤0.01% 798
2022
Q3 		$24K Buy
376
+153
+69% +$9.54K ﹤0.01% 1019
2022
Q2 		$17K Buy
+223
New +$15.1K ﹤0.01% 1017

Other funds holding MMS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
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
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return