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Essential Partners’s Maximus MMS Stock Holding History

Essential 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 		$17.2K Buy
320
+81
+34% +$5.05K 0.01% 967
2026
Q1 		$15.3K Sell
239
-573
-71% -$46.5K 0.01% 1039
2025
Q4 		$70.1K Sell
812
-5
-0.6% -$427 0.02% 526
2025
Q3 		$74.6K Buy
817
+449
+122% +$36.4K 0.02% 494
2025
Q2 		$25.8K Buy
+368
New +$25.9K 0.01% 606

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 $3.38T AUM 44.17% 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 $4.11B AUM 38.38% 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

Essential Partners's MMS Position: Q2 2026 in Review

Essential Partners increased its Maximus (MMS) stake by 34% in Q2 2026, buying an estimated $5.05K and bringing the position to 320 shares worth $17.2K. The position accounts for 0.01% of the portfolio, ranked #967.

Essential Partners first reported a position in MMS in Q2 2025 and has held it in 5 quarters since. The position peaked at $74.6K in Q3 2025. 352 funds tracked by Wall St. Rank hold MMS as of Q2 2026.

  • Essential Partners held 320 shares of Maximus worth $17.2K as of Q2 2026.
  • Essential Partners bought 81 Maximus shares in Q2 2026, an estimated $5.05K.
  • Maximus made up 0.01% of Essential Partners's portfolio in Q2 2026, its #967 holding.
  • Essential Partners first reported a position in Maximus in Q2 2025 and has held it in 5 quarters since.
  • Essential Partners's Maximus position peaked at $74.6K in Q3 2025.
  • 352 funds tracked by Wall St. Rank held Maximus as of Q2 2026.

Based on Essential Partners's 13F filing for Q2 2026, filed 10 Aug 2026.