C
MMS icon

Covestor’s Maximus MMS Stock Holding History

Covestor’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 		$89K Buy
1,651
+745
+82% +$46.4K 0.05% 424
2026
Q1 		$58K Sell
906
-326
-26% -$26.5K 0.04% 612
2025
Q4 		$106K Sell
1,232
-1,942
-61% -$166K 0.06% 545
2025
Q3 		$290K Buy
3,174
+628
+25% +$50.9K 0.16% 87
2025
Q2 		$179K Sell
2,546
-460
-15% -$32.3K 0.11% 236
2025
Q1 		$206K Buy
3,006
+1,233
+70% +$87.8K 0.14% 149
2024
Q4 		$132K Buy
1,773
+527
+42% +$43K 0.08% 353
2024
Q3 		$116K Buy
1,246
+1,123
+913% +$100K 0.07% 442
2024
Q2 		$11K Buy
123
+1
+0.8% +$84 0.01% 1472
2024
Q1 		$10K Sell
122
-559
-82% -$46K 0.01% 1593
2023
Q4 		$57K Buy
681
+115
+20% +$9.17K 0.04% 789
2023
Q3 		$42K Sell
566
-107
-16% -$8.71K 0.03% 843
2023
Q2 		$57K Sell
673
-353
-34% -$29K 0.04% 730
2023
Q1 		$81K Sell
1,026
-827
-45% -$63.7K 0.07% 494
2022
Q4 		$136K Buy
1,853
+329
+22% +$21.2K 0.11% 255
2022
Q3 		$88K Buy
1,524
+11
+0.7% +$686 0.08% 420
2022
Q2 		$95K Sell
1,513
-91
-6% -$6.15K 0.08% 451
2022
Q1 		$120K Buy
1,604
+772
+93% +$59.1K 0.08% 392
2021
Q4 		$66K Buy
+832
New +$68K 0.09% 369

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

Covestor's MMS Position: Q2 2026 in Review

Covestor increased its Maximus (MMS) stake by 82% in Q2 2026, buying an estimated $46.4K and bringing the position to 1,651 shares worth $89K. The position accounts for 0.05% of the portfolio, ranked #424.

Covestor first reported a position in MMS in Q4 2021 and has held it in 19 quarters since. The position peaked at $290K in Q3 2025. 349 funds tracked by Wall St. Rank hold MMS as of Q2 2026.

  • Covestor held 1,651 shares of Maximus worth $89K as of Q2 2026.
  • Covestor bought 745 Maximus shares in Q2 2026, an estimated $46.4K.
  • Maximus made up 0.05% of Covestor's portfolio in Q2 2026, its #424 holding.
  • Covestor first reported a position in Maximus in Q4 2021 and has held it in 19 quarters since.
  • Covestor's Maximus position peaked at $290K in Q3 2025.
  • 349 funds tracked by Wall St. Rank held Maximus as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.