Creative Planning
MMS icon

Creative Planning’s Maximus MMS Stock Holding History

Creative Planning’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
Q1 		$2.42M Sell
37,702
-26,817
-42% -$2.18M ﹤0.01% 1754
2025
Q4 		$5.57M Buy
64,519
+2,195
+4% +$188K ﹤0.01% 932
2025
Q3 		$5.69M Buy
62,324
+24,742
+66% +$2M ﹤0.01% 793
2025
Q2 		$2.64M Buy
37,582
+16,363
+77% +$1.15M ﹤0.01% 1120
2025
Q1 		$1.45M Buy
21,219
+6,417
+43% +$457K ﹤0.01% 1421
2024
Q4 		$1.1M Sell
14,802
-1,584
-10% -$129K ﹤0.01% 1573
2024
Q3 		$1.53M Buy
16,386
+1,181
+8% +$106K ﹤0.01% 1227
2024
Q2 		$1.3M Buy
15,205
+2,292
+18% +$193K ﹤0.01% 1233
2024
Q1 		$1.08M Buy
12,913
+3,415
+36% +$281K ﹤0.01% 1286
2023
Q4 		$796K Buy
9,498
+3,652
+62% +$291K ﹤0.01% 1371
2023
Q3 		$437K Sell
5,846
-948
-14% -$77.2K ﹤0.01% 1652
2023
Q2 		$574K Buy
6,794
+2,253
+50% +$185K ﹤0.01% 1464
2023
Q1 		$357K Buy
+4,541
New +$350K ﹤0.01% 1687
2019
Q3 		– Sell
-2,824
Closed -$205K – 2063
2019
Q2 		$205K Buy
2,824
+6
+0.2% +$435 ﹤0.01% 1608
2019
Q1 		$200K Buy
+2,818
New +$198K ﹤0.01% 1585
2017
Q3 		– Sell
-913
Closed -$57K – 2987
2017
Q2 		$57K Buy
913
+600
+192% +$37.2K ﹤0.01% 2423
2017
Q1 		$19K Sell
313
-436
-58% -$25.6K ﹤0.01% 3163
2016
Q4 		$42K Buy
+749
New +$40.7K ﹤0.01% 2530
2014
Q2 		– Sell
-200
Closed -$9K – 3894
2014
Q1 		$9K Sell
200
-500
-71% -$22.6K ﹤0.01% 2804
2013
Q4 		$31K Buy
+700
New +$32.2K ﹤0.01% 1929

Other funds holding MMS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

Creative Planning's MMS Position: Q1 2026 in Review

Creative Planning reduced its Maximus (MMS) stake by 42% in Q1 2026, selling an estimated $2.18M and leaving 37,702 shares worth $2.42M. The position accounts for ﹤0.01% of the portfolio, ranked #1754.

Creative Planning first reported a position in MMS in Q4 2013 and has held it in 20 quarters since. The position peaked at $5.69M in Q3 2025. 371 funds tracked by Wall St. Rank hold MMS as of Q1 2026.

  • Creative Planning held 37,702 shares of Maximus worth $2.42M as of Q1 2026.
  • Creative Planning sold 26,817 Maximus shares in Q1 2026, an estimated $2.18M.
  • Maximus made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1754 holding.
  • Creative Planning first reported a position in Maximus in Q4 2013 and has held it in 20 quarters since.
  • Creative Planning's Maximus position peaked at $5.69M in Q3 2025.
  • 371 funds tracked by Wall St. Rank held Maximus as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.