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Dean Investment Associates’s Maximus MMS Stock Holding History

Dean Investment Associates’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 		– Sell
-29,029
Closed -$2.51M – 205
2025
Q4 		$2.51M Sell
29,029
-17,276
-37% -$1.48M 0.36% 128
2025
Q3 		$4.23M Buy
46,305
+16,211
+54% +$1.31M 0.59% 63
2025
Q2 		$2.11M Sell
30,094
-44,491
-60% -$3.13M 0.31% 145
2025
Q1 		$5.09M Buy
74,585
+15,941
+27% +$1.14M 0.75% 25
2024
Q4 		$4.38M Buy
58,644
+21,650
+59% +$1.77M 0.62% 44
2024
Q3 		$3.45M Sell
36,994
-19,095
-34% -$1.71M 0.47% 87
2024
Q2 		$4.81M Buy
56,089
+7,059
+14% +$593K 0.68% 50
2024
Q1 		$4.11M Buy
49,030
+1,026
+2% +$84.4K 0.57% 75
2023
Q4 		$4.03M Buy
48,004
+22,894
+91% +$1.83M 0.58% 69
2023
Q3 		$1.88M Sell
25,110
-4,258
-14% -$347K 0.31% 130
2023
Q2 		$2.48M Sell
29,368
-31,674
-52% -$2.6M 0.4% 92
2023
Q1 		$4.8M Buy
61,042
+1,407
+2% +$108K 0.77% 43
2022
Q4 		$4.37M Buy
59,635
+14,160
+31% +$914K 0.74% 46
2022
Q3 		$2.63M Buy
45,475
+31,577
+227% +$1.97M 0.54% 75
2022
Q2 		$869K Buy
+13,898
New +$940K 0.17% 197

Other funds holding MMS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 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

Dean Investment Associates's MMS Position: Q1 2026 in Review

Dean Investment Associates sold out of Maximus (MMS) in Q1 2026, closing a stake of 29,029 shares — an estimated $2.51M sold.

Dean Investment Associates first reported a position in MMS in Q2 2022 and held it in 15 quarters. The position peaked at $5.09M in Q1 2025. 375 funds tracked by Wall St. Rank hold MMS as of Q1 2026.

  • Dean Investment Associates reported no remaining Maximus position as of Q1 2026 after selling out during the quarter.
  • Dean Investment Associates sold 29,029 Maximus shares in Q1 2026, an estimated $2.51M.
  • Dean Investment Associates first reported a position in Maximus in Q2 2022 and held it in 15 quarters.
  • Dean Investment Associates's Maximus position peaked at $5.09M in Q1 2025.
  • 375 funds tracked by Wall St. Rank held Maximus as of Q1 2026.

Based on Dean Investment Associates's 13F filing for Q1 2026, filed 15 May 2026.