GEA
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Glen Eagle Advisors’s Maximus MMS Stock Holding History

Glen Eagle Advisors’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
-10
Closed -$886 – 1049
2025
Q4 		$886 Hold
10
– – ﹤0.01% 967
2025
Q3 		$935 Hold
10
– – ﹤0.01% 1007
2025
Q2 		$716 Hold
10
– – ﹤0.01% 960
2025
Q1 		$692 Hold
10
– – ﹤0.01% 964
2024
Q4 		$755 Hold
10
– – ﹤0.01% 998
2024
Q3 		$938 Hold
10
– – ﹤0.01% 1015
2024
Q2 		$860 Buy
+10
New +$840 ﹤0.01% 1022

Other funds holding MMS

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BlackRock
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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