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Focus Partners Advisor Solutions’s Maximus MMS Stock Holding History

Focus Partners Advisor Solutions’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 		– Sell
-2,919
Closed -$252K – 1315
2025
Q4 		$252K Sell
2,919
-1,166
-29% -$99.7K ﹤0.01% 943
2025
Q3 		$348K Buy
+4,085
New +$331K ﹤0.01% 854

Other funds holding MMS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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

Focus Partners Advisor Solutions's MMS Position: Q1 2026 in Review

Focus Partners Advisor Solutions sold out of Maximus (MMS) in Q1 2026, closing a stake of 2,919 shares — an estimated $252K sold.

Focus Partners Advisor Solutions first reported a position in MMS in Q3 2025 and held it in 2 quarters. The position peaked at $348K in Q3 2025. 371 funds tracked by Wall St. Rank hold MMS as of Q1 2026.

  • Focus Partners Advisor Solutions reported no remaining Maximus position as of Q1 2026 after selling out during the quarter.
  • Focus Partners Advisor Solutions sold 2,919 Maximus shares in Q1 2026, an estimated $252K.
  • Focus Partners Advisor Solutions first reported a position in Maximus in Q3 2025 and held it in 2 quarters.
  • Focus Partners Advisor Solutions's Maximus position peaked at $348K in Q3 2025.
  • 371 funds tracked by Wall St. Rank held Maximus as of Q1 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q1 2026, filed 13 May 2026.