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Gitterman Wealth Management’s Maximus MMS Stock Holding History

Gitterman Wealth Management’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
Q3 		– Sell
-1,622
Closed -$114K – 257
2025
Q2 		$114K Buy
+1,622
New +$114K 0.03% 233

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
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
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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Gitterman Wealth Management's MMS Position: Q3 2025 in Review

Gitterman Wealth Management sold out of Maximus (MMS) in Q3 2025, closing a stake of 1,622 shares — an estimated $114K sold.

Gitterman Wealth Management first reported a position in MMS in Q2 2025 and held it in 1 quarter. The position peaked at $114K in Q2 2025. 384 funds tracked by Wall St. Rank hold MMS as of Q3 2025.

  • Gitterman Wealth Management reported no remaining Maximus position as of Q3 2025 after selling out during the quarter.
  • Gitterman Wealth Management sold 1,622 Maximus shares in Q3 2025, an estimated $114K.
  • Gitterman Wealth Management first reported a position in Maximus in Q2 2025 and held it in 1 quarter.
  • Gitterman Wealth Management's Maximus position peaked at $114K in Q2 2025.
  • 384 funds tracked by Wall St. Rank held Maximus as of Q3 2025.

Based on Gitterman Wealth Management's 13F filing for Q3 2025, filed 4 Nov 2025.