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Capital A Wealth Management’s Maximus MMS Stock Holding History

Capital A Wealth Management’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
2025
Q2 		$2.1K Buy
+25
New +$1.76K 0.02% 324
2025
Q1 		– Sell
-1
Closed -$75 – 845
2024
Q4 		$75 Buy
+1
New +$82 ﹤0.01% 789

Other funds holding MMS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Capital A Wealth Management's MMS Position: Q2 2025 in Review

Capital A Wealth Management opened a new position in Maximus (MMS) in Q2 2025: 25 shares worth $2.1K. The stake represents 0.02% of the portfolio and ranks #324 among its holdings. This is a return to the name: Capital A Wealth Management previously reported a position in MMS as recently as Q4 2024.

Capital A Wealth Management first reported a position in MMS in Q4 2024 and has held it in 2 quarters since. 378 funds tracked by Wall St. Rank hold MMS as of Q2 2025.

  • Capital A Wealth Management held 25 shares of Maximus worth $2.1K as of Q2 2025.
  • Maximus was a new Capital A Wealth Management position in Q2 2025.
  • Maximus made up 0.02% of Capital A Wealth Management's portfolio in Q2 2025, its #324 holding.
  • Capital A Wealth Management first reported a position in Maximus in Q4 2024 and has held it in 2 quarters since.
  • 378 funds tracked by Wall St. Rank held Maximus as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.