Envestnet Portfolio Solutions
MMS icon

Envestnet Portfolio Solutions’s Maximus MMS Stock Holding History

Envestnet Portfolio Solutions’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
2024
Q4 		– Sell
-6,237
Closed -$581K – 1770
2024
Q3 		$581K Sell
6,237
-207
-3% -$18.5K ﹤0.01% 1119
2024
Q2 		$552K Sell
6,444
-35
-0.5% -$2.94K ﹤0.01% 1097
2024
Q1 		$544K Buy
6,479
+149
+2% +$12.3K ﹤0.01% 1089
2023
Q4 		$531K Buy
6,330
+53
+0.8% +$4.23K ﹤0.01% 1021
2023
Q3 		$469K Buy
+6,277
New +$511K ﹤0.01% 1013

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Envestnet Portfolio Solutions's MMS Position: Q4 2024 in Review

Envestnet Portfolio Solutions sold out of Maximus (MMS) in Q4 2024, closing a stake of 6,237 shares — an estimated $581K sold.

Envestnet Portfolio Solutions first reported a position in MMS in Q3 2023 and held it in 5 quarters. The position peaked at $581K in Q3 2024. 353 funds tracked by Wall St. Rank hold MMS as of Q4 2024.

  • Envestnet Portfolio Solutions reported no remaining Maximus position as of Q4 2024 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 6,237 Maximus shares in Q4 2024, an estimated $581K.
  • Envestnet Portfolio Solutions first reported a position in Maximus in Q3 2023 and held it in 5 quarters.
  • Envestnet Portfolio Solutions's Maximus position peaked at $581K in Q3 2024.
  • 353 funds tracked by Wall St. Rank held Maximus as of Q4 2024.

Based on Envestnet Portfolio Solutions's 13F filing for Q4 2024, filed 10 Feb 2025.