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Halbert Hargrove Global Advisors’s Maximus MMS Stock Holding History

Halbert Hargrove Global 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
2025
Q2 		– Sell
-8
Closed -$546 – 518
2025
Q1 		$546 Buy
+8
New +$570 ﹤0.01% 492

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

Halbert Hargrove Global Advisors's MMS Position: Q2 2025 in Review

Halbert Hargrove Global Advisors sold out of Maximus (MMS) in Q2 2025, closing a stake of 8 shares — an estimated $546 sold.

Halbert Hargrove Global Advisors first reported a position in MMS in Q1 2025 and held it in 1 quarter. The position peaked at $546 in Q1 2025. 378 funds tracked by Wall St. Rank hold MMS as of Q2 2025.

  • Halbert Hargrove Global Advisors reported no remaining Maximus position as of Q2 2025 after selling out during the quarter.
  • Halbert Hargrove Global Advisors sold 8 Maximus shares in Q2 2025, an estimated $546.
  • Halbert Hargrove Global Advisors first reported a position in Maximus in Q1 2025 and held it in 1 quarter.
  • Halbert Hargrove Global Advisors's Maximus position peaked at $546 in Q1 2025.
  • 378 funds tracked by Wall St. Rank held Maximus as of Q2 2025.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2025, filed 17 Jul 2025.