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Diversified Trust’s Maximus MMS Stock Holding History

Diversified Trust’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
-12,074
Closed -$1.04M – 1106
2025
Q4 		$1.04M Buy
12,074
+470
+4% +$40.2K 0.02% 429
2025
Q3 		$1.06M Buy
11,604
+590
+5% +$47.8K 0.02% 407
2025
Q2 		$773K Buy
11,014
+115
+1% +$8.08K 0.02% 451
2025
Q1 		$743K Buy
10,899
+511
+5% +$36.4K 0.02% 450
2024
Q4 		$775K Buy
10,388
+2,056
+25% +$168K 0.02% 450
2024
Q3 		$776K Buy
+8,332
New +$745K 0.02% 458

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

Diversified Trust's MMS Position: Q1 2026 in Review

Diversified Trust sold out of Maximus (MMS) in Q1 2026, closing a stake of 12,074 shares — an estimated $1.04M sold.

Diversified Trust first reported a position in MMS in Q3 2024 and held it in 6 quarters. The position peaked at $1.06M in Q3 2025. 371 funds tracked by Wall St. Rank hold MMS as of Q1 2026.

  • Diversified Trust reported no remaining Maximus position as of Q1 2026 after selling out during the quarter.
  • Diversified Trust sold 12,074 Maximus shares in Q1 2026, an estimated $1.04M.
  • Diversified Trust first reported a position in Maximus in Q3 2024 and held it in 6 quarters.
  • Diversified Trust's Maximus position peaked at $1.06M in Q3 2025.
  • 371 funds tracked by Wall St. Rank held Maximus as of Q1 2026.

Based on Diversified Trust's 13F filing for Q1 2026, filed 16 Apr 2026.