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 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

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

Edgestream Partners's MMS Position: Q1 2026 in Review

Edgestream Partners opened a new position in Maximus (MMS) in Q1 2026: 63,336 shares worth $4.06M. The stake represents 0.13% of the portfolio and ranks #301 among its holdings. This is a return to the name: Edgestream Partners previously reported a position in MMS as recently as Q2 2025.

Edgestream Partners first reported a position in MMS in Q1 2022 and has held it in 7 quarters since. The position peaked at $5.09M in Q2 2022. 371 funds tracked by Wall St. Rank hold MMS as of Q1 2026.

Edgestream Partners held 63,336 shares of Maximus worth $4.06M as of Q1 2026.
Maximus was a new Edgestream Partners position in Q1 2026.
Maximus made up 0.13% of Edgestream Partners's portfolio in Q1 2026, its #301 holding.
Edgestream Partners first reported a position in Maximus in Q1 2022 and has held it in 7 quarters since.
Edgestream Partners's Maximus position peaked at $5.09M in Q2 2022.
371 funds tracked by Wall St. Rank held Maximus as of Q1 2026.

Based on Edgestream Partners's 13F filing for Q1 2026, filed 18 May 2026.