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EP Wealth Advisors’s Maximus MMS Stock Holding History

EP Wealth Advisors’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 		$219K Sell
4,071
-217
-5% -$13.5K ﹤0.01% 1464
2026
Q1 		$275K Buy
4,288
+475
+12% +$38.6K ﹤0.01% 1219
2025
Q4 		$329K Buy
+3,813
New +$326K ﹤0.01% 1083
2025
Q2 		$261K Sell
3,723
-161
-4% -$11.3K ﹤0.01% 1101
2025
Q1 		$265K Buy
3,884
+497
+15% +$35.4K ﹤0.01% 977
2024
Q4 		$253K Buy
3,387
+495
+17% +$40.4K ﹤0.01% 947
2024
Q3 		$269K Buy
+2,892
New +$258K ﹤0.01% 902

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

EP Wealth Advisors's MMS Position: Q2 2026 in Review

EP Wealth Advisors reduced its Maximus (MMS) stake by 5.1% in Q2 2026, selling an estimated $13.5K and leaving 4,071 shares worth $219K. The position accounts for ﹤0.01% of the portfolio, ranked #1464.

EP Wealth Advisors first reported a position in MMS in Q3 2024 and has held it in 7 quarters since. The position peaked at $329K in Q4 2025. 349 funds tracked by Wall St. Rank hold MMS as of Q2 2026.

  • EP Wealth Advisors held 4,071 shares of Maximus worth $219K as of Q2 2026.
  • EP Wealth Advisors sold 217 Maximus shares in Q2 2026, an estimated $13.5K.
  • Maximus made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1464 holding.
  • EP Wealth Advisors first reported a position in Maximus in Q3 2024 and has held it in 7 quarters since.
  • EP Wealth Advisors's Maximus position peaked at $329K in Q4 2025.
  • 349 funds tracked by Wall St. Rank held Maximus as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.