Caption Management’s Maximus MMS Stock Holding History

Caption 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 Q4	–	Sell	-9,000	Closed	-$822K	–	1894
2025 Q3	$822K	Buy	+9,000	New	+$729K	0.01%	1171

Other funds holding MMS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Caption Management's MMS Position: Q4 2025 in Review

Caption Management sold out of Maximus (MMS) in Q4 2025, closing a stake of 9,000 shares — an estimated $822K sold.

Caption Management first reported a position in MMS in Q3 2025 and held it in 1 quarter. The position peaked at $822K in Q3 2025. 385 funds tracked by Wall St. Rank hold MMS as of Q4 2025.

Caption Management reported no remaining Maximus position as of Q4 2025 after selling out during the quarter.
Caption Management sold 9,000 Maximus shares in Q4 2025, an estimated $822K.
Caption Management first reported a position in Maximus in Q3 2025 and held it in 1 quarter.
Caption Management's Maximus position peaked at $822K in Q3 2025.
385 funds tracked by Wall St. Rank held Maximus as of Q4 2025.

Based on Caption Management's 13F filing for Q4 2025, filed 17 Feb 2026.