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D.J. St. Germain’s Maximus MMS Stock Holding History

D.J. St. Germain’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
-21
Closed -$1.35K – 943
2026
Q1 		$1.35K Hold
21
– – ﹤0.01% 834
2025
Q4 		$1.81K Hold
21
– – ﹤0.01% 817
2025
Q3 		$1.92K Hold
21
– – ﹤0.01% 800
2025
Q2 		$1.47K Hold
21
– – ﹤0.01% 807
2025
Q1 		$1.43K Hold
21
– – ﹤0.01% 746
2024
Q4 		$1.57K Hold
21
– – ﹤0.01% 747
2024
Q3 		$1.96K Hold
21
– – ﹤0.01% 672
2024
Q2 		$1.8K Hold
21
– – ﹤0.01% 691
2024
Q1 		$1.76K Hold
21
– – ﹤0.01% 690
2023
Q4 		$1.76K Sell
21
-161
-88% -$12.8K ﹤0.01% 693
2023
Q3 		$13.6K Buy
+182
New +$14.8K ﹤0.01% 504

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

D.J. St. Germain's MMS Position: Q2 2026 in Review

D.J. St. Germain sold out of Maximus (MMS) in Q2 2026, closing a stake of 21 shares — an estimated $1.35K sold.

D.J. St. Germain first reported a position in MMS in Q3 2023 and held it in 11 quarters. The position peaked at $13.6K in Q3 2023. 349 funds tracked by Wall St. Rank hold MMS as of Q2 2026.

  • D.J. St. Germain reported no remaining Maximus position as of Q2 2026 after selling out during the quarter.
  • D.J. St. Germain sold 21 Maximus shares in Q2 2026, an estimated $1.35K.
  • D.J. St. Germain first reported a position in Maximus in Q3 2023 and held it in 11 quarters.
  • D.J. St. Germain's Maximus position peaked at $13.6K in Q3 2023.
  • 349 funds tracked by Wall St. Rank held Maximus as of Q2 2026.

Based on D.J. St. Germain's 13F filing for Q2 2026, filed 21 Jul 2026.