EWA
MMS icon

EverSource Wealth Advisors’s Maximus MMS Stock Holding History

EverSource 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
Q1 		$77.3K Sell
1,206
-368
-23% -$29.9K ﹤0.01% 1585
2025
Q4 		$136K Sell
1,574
-458
-23% -$39.2K 0.01% 1157
2025
Q3 		$186K Buy
2,032
+259
+15% +$21K 0.01% 939
2025
Q2 		$124K Buy
1,773
+1,428
+414% +$100K 0.01% 1079
2025
Q1 		$23.5K Buy
345
+116
+51% +$8.26K ﹤0.01% 1613
2024
Q4 		$17.1K Buy
229
+81
+55% +$6.61K ﹤0.01% 1715
2024
Q3 		$13.8K Buy
148
+7
+5% +$626 ﹤0.01% 1689
2024
Q2 		$13.1K Buy
141
+30
+27% +$2.52K ﹤0.01% 1718
2024
Q1 		$8.91K Buy
111
+103
+1,288% +$8.47K ﹤0.01% 1752
2023
Q4 		$671 Sell
8
-8
-50% -$638 ﹤0.01% 2467
2023
Q3 		$1.21K Sell
16
-4
-20% -$326 ﹤0.01% 2146
2023
Q2 		$1.69K Hold
20
– – ﹤0.01% 2076
2023
Q1 		$1.57K Buy
+20
New +$1.54K ﹤0.01% 2009
2022
Q3 		– Sell
-981
Closed -$61K – 2071
2022
Q2 		$61K Buy
+981
New +$66.3K 0.02% 555

Other funds holding MMS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Geode Capital Management
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