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Cornerstone Planning Group’s Maximus MMS Stock Holding History

Cornerstone Planning Group’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
-1
Closed -$66 – 1920
2026
Q1 		$66 Hold
1
– – ﹤0.01% 1803
2025
Q4 		$95 Hold
1
– – ﹤0.01% 1656
2025
Q3 		$83 Hold
1
– – ﹤0.01% 1656
2025
Q2 		$76 Hold
1
– – ﹤0.01% 1495
2025
Q1 		$68 Hold
1
– – ﹤0.01% 1515
2024
Q4 		$78 Hold
1
– – ﹤0.01% 1360
2024
Q3 		$87 Hold
1
– – ﹤0.01% 1260
2024
Q2 		$88 Hold
1
– – ﹤0.01% 1204
2024
Q1 		$83 Hold
1
– – ﹤0.01% 1046
2023
Q4 		$84 Hold
1
– – ﹤0.01% 907
2023
Q3 		$75 Buy
+1
New +$81 ﹤0.01% 1117

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

Cornerstone Planning Group's MMS Position: Q2 2026 in Review

Cornerstone Planning Group sold out of Maximus (MMS) in Q2 2026, closing a stake of 1 share — an estimated $66 sold.

Cornerstone Planning Group first reported a position in MMS in Q3 2023 and held it in 11 quarters. The position peaked at $95 in Q4 2025. 352 funds tracked by Wall St. Rank hold MMS as of Q2 2026.

  • Cornerstone Planning Group reported no remaining Maximus position as of Q2 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 1 Maximus share in Q2 2026, an estimated $66.
  • Cornerstone Planning Group first reported a position in Maximus in Q3 2023 and held it in 11 quarters.
  • Cornerstone Planning Group's Maximus position peaked at $95 in Q4 2025.
  • 352 funds tracked by Wall St. Rank held Maximus as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.