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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
2026
Q2 		$2.42K Buy
+45
New +$2.81K ﹤0.01% 773
2025
Q1 		– Sell
-21
Closed -$1.57K – 931
2024
Q4 		$1.57K Buy
+21
New +$1.71K ﹤0.01% 724

Other funds holding MMS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return

High Note Wealth's MMS Position: Q2 2026 in Review

High Note Wealth opened a new position in Maximus (MMS) in Q2 2026: 45 shares worth $2.42K. The stake represents ﹤0.01% of the portfolio and ranks #773 among its holdings. This is a return to the name: High Note Wealth previously reported a position in MMS as recently as Q4 2024.

High Note Wealth first reported a position in MMS in Q4 2024 and has held it in 2 quarters since. 352 funds tracked by Wall St. Rank hold MMS as of Q2 2026.

  • High Note Wealth held 45 shares of Maximus worth $2.42K as of Q2 2026.
  • Maximus was a new High Note Wealth position in Q2 2026.
  • Maximus made up ﹤0.01% of High Note Wealth's portfolio in Q2 2026, its #773 holding.
  • High Note Wealth first reported a position in Maximus in Q4 2024 and has held it in 2 quarters since.
  • 352 funds tracked by Wall St. Rank held Maximus as of Q2 2026.

Based on High Note Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.