CAPTRUST Financial Advisors
MMS icon

CAPTRUST Financial Advisors’s Maximus MMS Stock Holding History

CAPTRUST Financial 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
2026
Q1 		$671K Sell
10,462
-374
-3% -$30.4K ﹤0.01% 1839
2025
Q4 		$935K Sell
10,836
-409
-4% -$35K ﹤0.01% 1547
2025
Q3 		$1.03M Buy
11,245
+4,564
+68% +$370K ﹤0.01% 1412
2025
Q2 		$469K Buy
6,681
+2,875
+76% +$202K ﹤0.01% 1770
2025
Q1 		$259K Buy
3,806
+109
+3% +$7.76K ﹤0.01% 2017
2024
Q4 		$276K Buy
+3,697
New +$302K ﹤0.01% 1964
2024
Q1 		– Sell
-2,923
Closed -$245K – 2452
2023
Q4 		$245K Buy
+2,923
New +$233K ﹤0.01% 2245
2022
Q3 		– Sell
-1,276
Closed -$80K – 3257
2022
Q2 		$80K Buy
1,276
+142
+13% +$9.6K ﹤0.01% 2378
2022
Q1 		$85K Buy
1,134
+22
+2% +$1.68K ﹤0.01% 2394
2021
Q4 		$89K Buy
1,112
+29
+3% +$2.37K ﹤0.01% 2244
2021
Q3 		$90K Sell
1,083
-225
-17% -$19.3K ﹤0.01% 2157
2021
Q2 		$115K Buy
1,308
+336
+35% +$30.8K ﹤0.01% 1920
2021
Q1 		$87K Buy
972
+852
+710% +$69.7K ﹤0.01% 2058
2020
Q4 		$9K Hold
120
– – ﹤0.01% 2624
2020
Q3 		$8K Buy
+120
New +$8.83K ﹤0.01% 2368
2018
Q4 		– Sell
-248
Closed -$16K – 1638
2018
Q3 		$16K Sell
248
-12
-5% -$779 ﹤0.01% 1085
2018
Q2 		$16K Sell
260
-21
-7% -$1.36K ﹤0.01% 1023
2018
Q1 		$18K Sell
281
-99
-26% -$6.73K ﹤0.01% 866
2017
Q4 		$27K Buy
+380
New +$25.6K ﹤0.01% 715

Other funds holding MMS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 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 $3.08B AUM 12.07% 1-Year Est. Return

CAPTRUST Financial Advisors's MMS Position: Q1 2026 in Review

CAPTRUST Financial Advisors reduced its Maximus (MMS) stake by 3.5% in Q1 2026, selling an estimated $30.4K and leaving 10,462 shares worth $671K. The position accounts for ﹤0.01% of the portfolio, ranked #1839.

CAPTRUST Financial Advisors first reported a position in MMS in Q4 2017 and has held it in 19 quarters since. The position peaked at $1.03M in Q3 2025. 371 funds tracked by Wall St. Rank hold MMS as of Q1 2026.

  • CAPTRUST Financial Advisors held 10,462 shares of Maximus worth $671K as of Q1 2026.
  • CAPTRUST Financial Advisors sold 374 Maximus shares in Q1 2026, an estimated $30.4K.
  • Maximus made up ﹤0.01% of CAPTRUST Financial Advisors's portfolio in Q1 2026, its #1839 holding.
  • CAPTRUST Financial Advisors first reported a position in Maximus in Q4 2017 and has held it in 19 quarters since.
  • CAPTRUST Financial Advisors's Maximus position peaked at $1.03M in Q3 2025.
  • 371 funds tracked by Wall St. Rank held Maximus as of Q1 2026.

Based on CAPTRUST Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.