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Cassaday & Co Wealth Management’s Maximus MMS Stock Holding History

Cassaday & Co 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
2026
Q2 		– Sell
-19
Closed -$1.22K – 1389
2026
Q1 		$1.22K Buy
+19
New +$1.54K ﹤0.01% 1108

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

Cassaday & Co Wealth Management's MMS Position: Q2 2026 in Review

Cassaday & Co Wealth Management sold out of Maximus (MMS) in Q2 2026, closing a stake of 19 shares — an estimated $1.22K sold.

Cassaday & Co Wealth Management first reported a position in MMS in Q1 2026 and held it in 1 quarter. The position peaked at $1.22K in Q1 2026. 352 funds tracked by Wall St. Rank hold MMS as of Q2 2026.

  • Cassaday & Co Wealth Management reported no remaining Maximus position as of Q2 2026 after selling out during the quarter.
  • Cassaday & Co Wealth Management sold 19 Maximus shares in Q2 2026, an estimated $1.22K.
  • Cassaday & Co Wealth Management first reported a position in Maximus in Q1 2026 and held it in 1 quarter.
  • Cassaday & Co Wealth Management's Maximus position peaked at $1.22K in Q1 2026.
  • 352 funds tracked by Wall St. Rank held Maximus as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.