Focus Partners Wealth
MMS icon

Focus Partners Wealth’s Maximus MMS Stock Holding History

Focus Partners 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
2025
Q1 		– Sell
-3,866
Closed -$289K – 1993
2024
Q4 		$289K Buy
+3,866
New +$315K ﹤0.01% 1571
2024
Q3 		– Sell
-8,096
Closed -$694K – 1665
2024
Q2 		$694K Buy
8,096
+4,144
+105% +$348K ﹤0.01% 874
2024
Q1 		$332K Buy
+3,952
New +$325K ﹤0.01% 809

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Focus Partners Wealth's MMS Position: Q1 2025 in Review

Focus Partners Wealth sold out of Maximus (MMS) in Q1 2025, closing a stake of 3,866 shares — an estimated $289K sold.

Focus Partners Wealth first reported a position in MMS in Q1 2024 and held it in 3 quarters. The position peaked at $694K in Q2 2024. 355 funds tracked by Wall St. Rank hold MMS as of Q1 2025.

  • Focus Partners Wealth reported no remaining Maximus position as of Q1 2025 after selling out during the quarter.
  • Focus Partners Wealth sold 3,866 Maximus shares in Q1 2025, an estimated $289K.
  • Focus Partners Wealth first reported a position in Maximus in Q1 2024 and held it in 3 quarters.
  • Focus Partners Wealth's Maximus position peaked at $694K in Q2 2024.
  • 355 funds tracked by Wall St. Rank held Maximus as of Q1 2025.

Based on Focus Partners Wealth's 13F filing for Q1 2025, filed 15 May 2025.