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Clearstead Advisors’s Maximus MMS Stock Holding History

Clearstead 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
Q2 		$5.97K Buy
111
+91
+455% +$5.67K ﹤0.01% 2141
2026
Q1 		$1.28K Sell
20
-947
-98% -$76.9K ﹤0.01% 1997
2025
Q4 		$83.5K Buy
967
+617
+176% +$52.7K ﹤0.01% 1178
2025
Q3 		$32K Buy
350
+88
+34% +$7.13K ﹤0.01% 1439
2025
Q2 		$18.4K Buy
262
+260
+13,000% +$18.3K ﹤0.01% 1658
2025
Q1 		$137 Sell
2
-1
-33% -$71 ﹤0.01% 2134
2024
Q4 		$224 Buy
+3
New +$245 ﹤0.01% 2030

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

Clearstead Advisors's MMS Position: Q2 2026 in Review

Clearstead Advisors increased its Maximus (MMS) stake by 455% in Q2 2026, buying an estimated $5.67K and bringing the position to 111 shares worth $5.97K. The position accounts for ﹤0.01% of the portfolio, ranked #2141.

Clearstead Advisors first reported a position in MMS in Q4 2024 and has held it in 7 quarters since. The position peaked at $83.5K in Q4 2025. 349 funds tracked by Wall St. Rank hold MMS as of Q2 2026.

  • Clearstead Advisors held 111 shares of Maximus worth $5.97K as of Q2 2026.
  • Clearstead Advisors bought 91 Maximus shares in Q2 2026, an estimated $5.67K.
  • Maximus made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2141 holding.
  • Clearstead Advisors first reported a position in Maximus in Q4 2024 and has held it in 7 quarters since.
  • Clearstead Advisors's Maximus position peaked at $83.5K in Q4 2025.
  • 349 funds tracked by Wall St. Rank held Maximus as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.