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Empowered Funds’s Maximus MMS Stock Holding History

Empowered Funds’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 		$504K Buy
9,377
+2,262
+32% +$141K ﹤0.01% 1675
2026
Q1 		$456K Buy
+7,115
New +$578K ﹤0.01% 1674
2025
Q4 		– Sell
-2,605
Closed -$238K – 1557
2025
Q3 		$238K Sell
2,605
-107,588
-98% -$8.72M ﹤0.01% 1665
2025
Q2 		$7.74M Buy
110,193
+3,160
+3% +$222K 0.09% 290
2025
Q1 		$7.3M Sell
107,033
-1,990
-2% -$142K 0.1% 262
2024
Q4 		$8.14M Buy
+109,023
New +$8.89M 0.12% 221

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

Empowered Funds's MMS Position: Q2 2026 in Review

Empowered Funds increased its Maximus (MMS) stake by 32% in Q2 2026, buying an estimated $141K and bringing the position to 9,377 shares worth $504K. The position accounts for ﹤0.01% of the portfolio, ranked #1675.

Empowered Funds first reported a position in MMS in Q4 2024 and has held it in 6 quarters since. The position peaked at $8.14M in Q4 2024. 349 funds tracked by Wall St. Rank hold MMS as of Q2 2026.

  • Empowered Funds held 9,377 shares of Maximus worth $504K as of Q2 2026.
  • Empowered Funds bought 2,262 Maximus shares in Q2 2026, an estimated $141K.
  • Maximus made up ﹤0.01% of Empowered Funds's portfolio in Q2 2026, its #1675 holding.
  • Empowered Funds first reported a position in Maximus in Q4 2024 and has held it in 6 quarters since.
  • Empowered Funds's Maximus position peaked at $8.14M in Q4 2024.
  • 349 funds tracked by Wall St. Rank held Maximus as of Q2 2026.

Based on Empowered Funds's 13F filing for Q2 2026, filed 17 Aug 2026.