Camelot Portfolios’s Maximus MMS Stock Holding History

Camelot Portfolios’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	–	Sell	-104	Closed	-$8.98K	–	398
2025 Q4	$8.98K	Buy	+104	New	+$8.89K	0.01%	437
2021 Q1	–	Sell	-4,300	Closed	-$315K	–	236
2020 Q4	$315K	Buy	4,300 +1,078	+33%	+$76.5K	0.16%	155
2020 Q3	$220K	Buy	3,222 +169	+6%	+$12.4K	0.14%	172
2020 Q2	$215K	Sell	3,053 -2,486	-45%	-$167K	0.14%	174
2020 Q1	$322K	Buy	5,539 +2,199	+66%	+$149K	0.18%	137
2019 Q4	$248K	Buy	3,340 +536	+19%	+$40.3K	0.1%	196
2019 Q3	$217K	Buy	+2,804	New	+$213K	0.1%	200
2019 Q2	–	Sell	-4,750	Closed	-$337K	–	251
2019 Q1	$337K	Hold	4,750	–	–	0.14%	164
2018 Q4	$309K	Sell	4,750 -90	-2%	-$5.92K	0.14%	155
2018 Q3	$315K	Buy	4,840 +500	+12%	+$32.5K	0.14%	157
2018 Q2	$270K	Hold	4,340	–	–	0.12%	170
2018 Q1	$290K	Hold	4,340	–	–	0.14%	150
2017 Q4	$311K	Buy	+4,340	New	+$292K	0.15%	130

Other funds holding MMS

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 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

Camelot Portfolios's MMS Position: Q1 2026 in Review

Camelot Portfolios sold out of Maximus (MMS) in Q1 2026, closing a stake of 104 shares — an estimated $8.98K sold.

Camelot Portfolios first reported a position in MMS in Q4 2017 and held it in 13 quarters. The position peaked at $337K in Q1 2019. 373 funds tracked by Wall St. Rank hold MMS as of Q1 2026.

Camelot Portfolios reported no remaining Maximus position as of Q1 2026 after selling out during the quarter.
Camelot Portfolios sold 104 Maximus shares in Q1 2026, an estimated $8.98K.
Camelot Portfolios first reported a position in Maximus in Q4 2017 and held it in 13 quarters.
Camelot Portfolios's Maximus position peaked at $337K in Q1 2019.
373 funds tracked by Wall St. Rank held Maximus as of Q1 2026.

Based on Camelot Portfolios's 13F filing for Q1 2026, filed 8 May 2026.