Capstone Investment Advisors
MMS icon

Capstone Investment Advisors’s Maximus MMS Stock Holding History

Capstone Investment Advisors’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
Q4 		– Sell
-5,884
Closed -$538K – 1892
2025
Q3 		$538K Buy
+5,884
New +$477K ﹤0.01% 1324
2024
Q2 		– Sell
-6,342
Closed -$532K – 2314
2024
Q1 		$532K Buy
+6,342
New +$522K ﹤0.01% 1523

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 Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Capstone Investment Advisors's MMS Position: Q4 2025 in Review

Capstone Investment Advisors sold out of Maximus (MMS) in Q4 2025, closing a stake of 5,884 shares — an estimated $538K sold.

Capstone Investment Advisors first reported a position in MMS in Q1 2024 and held it in 2 quarters. The position peaked at $538K in Q3 2025. 386 funds tracked by Wall St. Rank hold MMS as of Q4 2025.

  • Capstone Investment Advisors reported no remaining Maximus position as of Q4 2025 after selling out during the quarter.
  • Capstone Investment Advisors sold 5,884 Maximus shares in Q4 2025, an estimated $538K.
  • Capstone Investment Advisors first reported a position in Maximus in Q1 2024 and held it in 2 quarters.
  • Capstone Investment Advisors's Maximus position peaked at $538K in Q3 2025.
  • 386 funds tracked by Wall St. Rank held Maximus as of Q4 2025.

Based on Capstone Investment Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.