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Evolve Private Wealth’s Maximus MMS Stock Holding History

Evolve Private Wealth’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 		$214K Sell
3,980
-3,874
-49% -$241K 0.01% 920
2026
Q1 		$503K Buy
7,854
+24
+0.3% +$1.95K 0.03% 577
2025
Q4 		$676K Buy
+7,830
New +$669K 0.04% 412

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

Evolve Private Wealth's MMS Position: Q2 2026 in Review

Evolve Private Wealth reduced its Maximus (MMS) stake by 49% in Q2 2026, selling an estimated $241K and leaving 3,980 shares worth $214K. The position accounts for 0.01% of the portfolio, ranked #920.

Evolve Private Wealth first reported a position in MMS in Q4 2025 and has held it in 3 quarters since. The position peaked at $676K in Q4 2025. 349 funds tracked by Wall St. Rank hold MMS as of Q2 2026.

  • Evolve Private Wealth held 3,980 shares of Maximus worth $214K as of Q2 2026.
  • Evolve Private Wealth sold 3,874 Maximus shares in Q2 2026, an estimated $241K.
  • Maximus made up 0.01% of Evolve Private Wealth's portfolio in Q2 2026, its #920 holding.
  • Evolve Private Wealth first reported a position in Maximus in Q4 2025 and has held it in 3 quarters since.
  • Evolve Private Wealth's Maximus position peaked at $676K in Q4 2025.
  • 349 funds tracked by Wall St. Rank held Maximus as of Q2 2026.

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