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Global Financial Private Client’s Maximus MMS Stock Holding History

Global Financial Private Client’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
Q2 		– Sell
-10
Closed -$682 – 1059
2025
Q1 		$682 Buy
10
+7
+233% +$499 ﹤0.01% 1175
2024
Q4 		$224 Buy
+3
New +$245 ﹤0.01% 1223

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Global Financial Private Client's MMS Position: Q2 2025 in Review

Global Financial Private Client sold out of Maximus (MMS) in Q2 2025, closing a stake of 10 shares — an estimated $682 sold.

Global Financial Private Client first reported a position in MMS in Q4 2024 and held it in 2 quarters. The position peaked at $682 in Q1 2025. 378 funds tracked by Wall St. Rank hold MMS as of Q2 2025.

  • Global Financial Private Client reported no remaining Maximus position as of Q2 2025 after selling out during the quarter.
  • Global Financial Private Client sold 10 Maximus shares in Q2 2025, an estimated $682.
  • Global Financial Private Client first reported a position in Maximus in Q4 2024 and held it in 2 quarters.
  • Global Financial Private Client's Maximus position peaked at $682 in Q1 2025.
  • 378 funds tracked by Wall St. Rank held Maximus as of Q2 2025.

Based on Global Financial Private Client's 13F filing for Q2 2025, filed 10 Jul 2025.