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Edgestream Partners’s Maximus MMS Stock Holding History

Edgestream Partners’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
-63,336
Closed -$4.06M – 1076
2026
Q1 		$4.06M Buy
+63,336
New +$5.14M 0.13% 301
2025
Q3 		– Sell
-54,039
Closed -$3.79M – 989
2025
Q2 		$3.79M Buy
54,039
+35,822
+197% +$2.52M 0.11% 366
2025
Q1 		$1.24M Buy
18,217
+10,609
+139% +$756K 0.04% 572
2024
Q4 		$568K Buy
+7,608
New +$621K 0.02% 668
2022
Q4 		– Sell
-71,164
Closed -$4.12M – 584
2022
Q3 		$4.12M Sell
71,164
-10,279
-13% -$641K 0.32% 106
2022
Q2 		$5.09M Buy
81,443
+58,844
+260% +$3.98M 0.4% 66
2022
Q1 		$1.69M Buy
+22,599
New +$1.73M 0.13% 250

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

Edgestream Partners's MMS Position: Q2 2026 in Review

Edgestream Partners sold out of Maximus (MMS) in Q2 2026, closing a stake of 63,336 shares — an estimated $4.06M sold.

Edgestream Partners first reported a position in MMS in Q1 2022 and held it in 7 quarters. The position peaked at $5.09M in Q2 2022. 352 funds tracked by Wall St. Rank hold MMS as of Q2 2026.

  • Edgestream Partners reported no remaining Maximus position as of Q2 2026 after selling out during the quarter.
  • Edgestream Partners sold 63,336 Maximus shares in Q2 2026, an estimated $4.06M.
  • Edgestream Partners first reported a position in Maximus in Q1 2022 and held it in 7 quarters.
  • Edgestream Partners's Maximus position peaked at $5.09M in Q2 2022.
  • 352 funds tracked by Wall St. Rank held Maximus as of Q2 2026.

Based on Edgestream Partners's 13F filing for Q2 2026, filed 11 Aug 2026.