High Note Wealth’s Maximus MMS Stock Holding History

High Note Wealth’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 Q1	–	Sell	-21	Closed	-$1.57K	–	931
2024 Q4	$1.57K	Buy	+21	New	+$1.71K	﹤0.01%	724

Other funds holding MMS

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

High Note Wealth's MMS Position: Q1 2025 in Review

High Note Wealth sold out of Maximus (MMS) in Q1 2025, closing a stake of 21 shares — an estimated $1.57K sold.

High Note Wealth first reported a position in MMS in Q4 2024 and held it in 1 quarter. The position peaked at $1.57K in Q4 2024. 355 funds tracked by Wall St. Rank hold MMS as of Q1 2025.

High Note Wealth reported no remaining Maximus position as of Q1 2025 after selling out during the quarter.
High Note Wealth sold 21 Maximus shares in Q1 2025, an estimated $1.57K.
High Note Wealth first reported a position in Maximus in Q4 2024 and held it in 1 quarter.
High Note Wealth's Maximus position peaked at $1.57K in Q4 2024.
355 funds tracked by Wall St. Rank held Maximus as of Q1 2025.

Based on High Note Wealth's 13F filing for Q1 2025, filed 1 May 2025.