Corient Private Wealth
MMS icon

Corient Private Wealth’s Maximus MMS Stock Holding History

Corient Private Wealth’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 		$1.98M Sell
36,887
-13,323
-27% -$830K ﹤0.01% 1405
2026
Q1 		$3.22M Buy
+50,210
New +$4.08M ﹤0.01% 1018
2024
Q4 		– Sell
-3,881
Closed -$362K – 2458
2024
Q3 		$362K Buy
+3,881
New +$347K ﹤0.01% 1923

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 $3.38T AUM 44.17% 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 $4.11B AUM 38.38% 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

Corient Private Wealth's MMS Position: Q2 2026 in Review

Corient Private Wealth reduced its Maximus (MMS) stake by 27% in Q2 2026, selling an estimated $830K and leaving 36,887 shares worth $1.98M. The position accounts for ﹤0.01% of the portfolio, ranked #1405.

Corient Private Wealth first reported a position in MMS in Q3 2024 and has held it in 3 quarters since. The position peaked at $3.22M in Q1 2026. 352 funds tracked by Wall St. Rank hold MMS as of Q2 2026.

  • Corient Private Wealth held 36,887 shares of Maximus worth $1.98M as of Q2 2026.
  • Corient Private Wealth sold 13,323 Maximus shares in Q2 2026, an estimated $830K.
  • Maximus made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #1405 holding.
  • Corient Private Wealth first reported a position in Maximus in Q3 2024 and has held it in 3 quarters since.
  • Corient Private Wealth's Maximus position peaked at $3.22M in Q1 2026.
  • 352 funds tracked by Wall St. Rank held Maximus as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.