HWP
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Highline Wealth Partners’s Maximus MMS Stock Holding History

Highline Wealth Partners’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
Q3 		– Sell
-2
Closed -$140 – 1114
2025
Q2 		$140 Sell
2
-28
-93% -$1.97K ﹤0.01% 871
2025
Q1 		$2.05K Buy
+30
New +$2.14K ﹤0.01% 628

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Highline Wealth Partners's MMS Position: Q3 2025 in Review

Highline Wealth Partners sold out of Maximus (MMS) in Q3 2025, closing a stake of 2 shares — an estimated $140 sold.

Highline Wealth Partners first reported a position in MMS in Q1 2025 and held it in 2 quarters. The position peaked at $2.05K in Q1 2025. 384 funds tracked by Wall St. Rank hold MMS as of Q3 2025.

  • Highline Wealth Partners reported no remaining Maximus position as of Q3 2025 after selling out during the quarter.
  • Highline Wealth Partners sold 2 Maximus shares in Q3 2025, an estimated $140.
  • Highline Wealth Partners first reported a position in Maximus in Q1 2025 and held it in 2 quarters.
  • Highline Wealth Partners's Maximus position peaked at $2.05K in Q1 2025.
  • 384 funds tracked by Wall St. Rank held Maximus as of Q3 2025.

Based on Highline Wealth Partners's 13F filing for Q3 2025, filed 14 Oct 2025.