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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
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 		$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

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

Blue Trust Inc's MMS Position: Q2 2026 in Review

Blue Trust Inc increased its Maximus (MMS) stake by 36% in Q2 2026, buying an estimated $29.4K and bringing the position to 1,792 shares worth $96.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1070.

Blue Trust Inc first reported a position in MMS in Q2 2022 and has held it in 16 quarters since. The position peaked at $151K in Q3 2025. 351 funds tracked by Wall St. Rank hold MMS as of Q2 2026.

  • Blue Trust Inc held 1,792 shares of Maximus worth $96.3K as of Q2 2026.
  • Blue Trust Inc bought 471 Maximus shares in Q2 2026, an estimated $29.4K.
  • Maximus made up ﹤0.01% of Blue Trust Inc's portfolio in Q2 2026, its #1070 holding.
  • Blue Trust Inc first reported a position in Maximus in Q2 2022 and has held it in 16 quarters since.
  • Blue Trust Inc's Maximus position peaked at $151K in Q3 2025.
  • 351 funds tracked by Wall St. Rank held Maximus as of Q2 2026.

Based on Blue Trust Inc's 13F filing for Q2 2026, filed 21 Jul 2026.