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HRT Financial’s Maximus MMS Stock Holding History

HRT Financial’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
Q1 		– Sell
-8,114
Closed -$659K – 4373
2025
Q4 		$700K Buy
+8,114
New +$694K ﹤0.01% 1920
2025
Q3 		– Sell
-65,012
Closed -$4.56M – 3363
2025
Q2 		$4.56M Sell
65,012
-15,664
-19% -$1.1M 0.02% 572
2025
Q1 		$5.5M Buy
80,676
+47,801
+145% +$3.41M 0.03% 398
2024
Q4 		$2.45M Sell
32,875
-19,874
-38% -$1.62M 0.01% 661
2024
Q3 		$4.91M Buy
+52,749
New +$4.71M 0.02% 467
2024
Q2 		– Sell
-2,937
Closed -$246K – 2750
2024
Q1 		$246K Sell
2,937
-495
-14% -$40.7K ﹤0.01% 1657
2023
Q4 		$287K Sell
3,432
-13,842
-80% -$1.1M ﹤0.01% 1642
2023
Q3 		$1.29M Buy
17,274
+9,964
+136% +$811K 0.01% 841
2023
Q2 		$617K Buy
+7,310
New +$601K 0.01% 1248
2022
Q4 		– Sell
-32,201
Closed -$1.86M – 2876
2022
Q3 		$1.86M Sell
32,201
-183
-0.6% -$11.4K 0.02% 628
2022
Q2 		$2.02M Buy
+32,384
New +$2.19M 0.02% 563
2021
Q4 		– Sell
-24,705
Closed -$2.06M – 3727
2021
Q3 		$2.06M Sell
24,705
-21,887
-47% -$1.87M 0.01% 722
2021
Q2 		$4.1M Buy
+46,592
New +$4.27M 0.04% 359
2021
Q1 		– Sell
-12,890
Closed -$943K – 2975
2020
Q4 		$943K Sell
12,890
-9,297
-42% -$659K 0.02% 709
2020
Q3 		$1.52M Sell
22,187
-16,384
-42% -$1.21M 0.04% 331
2020
Q2 		$2.72M Buy
+38,571
New +$2.59M 0.08% 267
2020
Q1 		– Sell
-3,733
Closed -$277K – 1133
2019
Q4 		$277K Sell
3,733
-6,798
-65% -$511K 0.01% 781
2019
Q3 		$813K Buy
+10,531
New +$799K 0.04% 452
2018
Q3 		– Sell
-7,350
Closed -$456K – 458
2018
Q2 		$456K Buy
+7,350
New +$476K 0.17% 113

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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 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

HRT Financial's MMS Position: Q1 2026 in Review

HRT Financial sold out of Maximus (MMS) in Q1 2026, closing a stake of 8,114 shares — an estimated $659K sold.

HRT Financial first reported a position in MMS in Q2 2018 and held it in 19 quarters. The position peaked at $5.5M in Q1 2025. 371 funds tracked by Wall St. Rank hold MMS as of Q1 2026.

  • HRT Financial reported no remaining Maximus position as of Q1 2026 after selling out during the quarter.
  • HRT Financial sold 8,114 Maximus shares in Q1 2026, an estimated $659K.
  • HRT Financial first reported a position in Maximus in Q2 2018 and held it in 19 quarters.
  • HRT Financial's Maximus position peaked at $5.5M in Q1 2025.
  • 371 funds tracked by Wall St. Rank held Maximus as of Q1 2026.

Based on HRT Financial's 13F filing for Q1 2026, filed 14 May 2026.