CAL
MMS icon

Capital Advisors Ltd’s Maximus MMS Stock Holding History

Capital Advisors Ltd’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 		– Sell
-55
Closed -$4K – 1500
2026
Q1 		$4K Hold
55
– – ﹤0.01% 1003
2025
Q4 		$5K Hold
55
– – ﹤0.01% 945
2025
Q3 		$5K Hold
55
– – ﹤0.01% 921
2025
Q2 		$4K Sell
55
-124
-69% -$8.71K ﹤0.01% 971
2025
Q1 		$12K Buy
179
+66
+58% +$4.7K ﹤0.01% 734
2024
Q4 		$8K Sell
113
-49
-30% -$4K ﹤0.01% 834
2024
Q3 		$15K Hold
162
– – ﹤0.01% 679
2024
Q2 		$14K Buy
162
+105
+184% +$8.82K ﹤0.01% 675
2024
Q1 		$5K Hold
57
– – ﹤0.01% 885
2023
Q4 		$5K Sell
57
-20
-26% -$1.59K ﹤0.01% 846
2023
Q3 		$6K Hold
77
– – ﹤0.01% 775
2023
Q2 		$7K Hold
77
– – ﹤0.01% 756
2023
Q1 		$6K Buy
77
+19
+33% +$1.46K ﹤0.01% 649
2022
Q4 		$4K Buy
58
+14
+32% +$903 ﹤0.01% 722
2022
Q3 		$3K Buy
44
+17
+63% +$1.06K ﹤0.01% 757
2022
Q2 		$2K Buy
+27
New +$1.83K ﹤0.01% 677

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

Capital Advisors Ltd's MMS Position: Q2 2026 in Review

Capital Advisors Ltd sold out of Maximus (MMS) in Q2 2026, closing a stake of 55 shares — an estimated $4K sold.

Capital Advisors Ltd first reported a position in MMS in Q2 2022 and held it in 16 quarters. The position peaked at $15K in Q3 2024. 349 funds tracked by Wall St. Rank hold MMS as of Q2 2026.

  • Capital Advisors Ltd reported no remaining Maximus position as of Q2 2026 after selling out during the quarter.
  • Capital Advisors Ltd sold 55 Maximus shares in Q2 2026, an estimated $4K.
  • Capital Advisors Ltd first reported a position in Maximus in Q2 2022 and held it in 16 quarters.
  • Capital Advisors Ltd's Maximus position peaked at $15K in Q3 2024.
  • 349 funds tracked by Wall St. Rank held Maximus as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.