Freestone Grove Partners’s Maximus MMS Stock Holding History

Freestone Grove Partners’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	$2.22M	Buy	41,332 +32,359	+361%	+$2.02M	0.01%	408
2026 Q1	$575K	Sell	8,973 -226,647	-96%	-$18.4M	﹤0.01%	575
2025 Q4	$20.3M	Buy	+235,620	New	+$20.1M	0.15%	208
2025 Q2	–	Sell	-8,879	Closed	-$605K	–	790
2025 Q1	$605K	Sell	8,879 -14,129	-61%	-$1.01M	0.01%	391
2024 Q4	$1.72M	Buy	+23,008	New	+$1.88M	0.02%	272

Other funds holding MMS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

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

Freestone Grove Partners's MMS Position: Q2 2026 in Review

Freestone Grove Partners increased its Maximus (MMS) stake by 361% in Q2 2026, buying an estimated $2.02M and bringing the position to 41,332 shares worth $2.22M. The position accounts for 0.01% of the portfolio, ranked #408.

Freestone Grove Partners first reported a position in MMS in Q4 2024 and has held it in 5 quarters since. The position peaked at $20.3M in Q4 2025. 349 funds tracked by Wall St. Rank hold MMS as of Q2 2026.

Freestone Grove Partners held 41,332 shares of Maximus worth $2.22M as of Q2 2026.
Freestone Grove Partners bought 32,359 Maximus shares in Q2 2026, an estimated $2.02M.
Maximus made up 0.01% of Freestone Grove Partners's portfolio in Q2 2026, its #408 holding.
Freestone Grove Partners first reported a position in Maximus in Q4 2024 and has held it in 5 quarters since.
Freestone Grove Partners's Maximus position peaked at $20.3M in Q4 2025.
349 funds tracked by Wall St. Rank held Maximus as of Q2 2026.

Based on Freestone Grove Partners's 13F filing for Q2 2026, filed 14 Aug 2026.