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
Q2 		$2.53M Buy
47,078
+9,376
+25% +$584K ﹤0.01% 1903
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

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

Creative Planning's MMS Position: Q2 2026 in Review

Creative Planning increased its Maximus (MMS) stake by 25% in Q2 2026, buying an estimated $584K and bringing the position to 47,078 shares worth $2.53M. The position accounts for ﹤0.01% of the portfolio, ranked #1903.

Creative Planning first reported a position in MMS in Q4 2013 and has held it in 21 quarters since. The position peaked at $5.69M in Q3 2025. 352 funds tracked by Wall St. Rank hold MMS as of Q2 2026.

  • Creative Planning held 47,078 shares of Maximus worth $2.53M as of Q2 2026.
  • Creative Planning bought 9,376 Maximus shares in Q2 2026, an estimated $584K.
  • Maximus made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1903 holding.
  • Creative Planning first reported a position in Maximus in Q4 2013 and has held it in 21 quarters since.
  • Creative Planning's Maximus position peaked at $5.69M in Q3 2025.
  • 352 funds tracked by Wall St. Rank held Maximus as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.