EWA
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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
Q2 		$28.9K Sell
537
-669
-55% -$41.7K ﹤0.01% 2172
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 – 2070
2022
Q2 		$61K Buy
+981
New +$66.3K 0.02% 555

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

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

EverSource Wealth Advisors reduced its Maximus (MMS) stake by 55% in Q2 2026, selling an estimated $41.7K and leaving 537 shares worth $28.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2172.

EverSource Wealth Advisors first reported a position in MMS in Q2 2022 and has held it in 15 quarters since. The position peaked at $186K in Q3 2025. 352 funds tracked by Wall St. Rank hold MMS as of Q2 2026.

  • EverSource Wealth Advisors held 537 shares of Maximus worth $28.9K as of Q2 2026.
  • EverSource Wealth Advisors sold 669 Maximus shares in Q2 2026, an estimated $41.7K.
  • Maximus made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2172 holding.
  • EverSource Wealth Advisors first reported a position in Maximus in Q2 2022 and has held it in 15 quarters since.
  • EverSource Wealth Advisors's Maximus position peaked at $186K in Q3 2025.
  • 352 funds tracked by Wall St. Rank held Maximus as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.