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IEQ Capital’s Maximus MMS Stock Holding History

IEQ Capital’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 		$899K Sell
14,019
-18,443
-57% -$1.5M ﹤0.01% 1087
2025
Q4 		$2.8M Sell
32,462
-16,602
-34% -$1.42M 0.01% 685
2025
Q3 		$4.48M Buy
49,064
+28,396
+137% +$2.3M 0.01% 514
2025
Q2 		$1.45M Buy
20,668
+16,305
+374% +$1.15M 0.01% 741
2025
Q1 		$298K Sell
4,363
-2,882
-40% -$205K ﹤0.01% 1192
2024
Q4 		$541K Buy
+7,245
New +$591K 0.01% 820

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

IEQ Capital's MMS Position: Q1 2026 in Review

IEQ Capital reduced its Maximus (MMS) stake by 57% in Q1 2026, selling an estimated $1.5M and leaving 14,019 shares worth $899K. The position accounts for ﹤0.01% of the portfolio, ranked #1087.

IEQ Capital first reported a position in MMS in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.48M in Q3 2025. 371 funds tracked by Wall St. Rank hold MMS as of Q1 2026.

  • IEQ Capital held 14,019 shares of Maximus worth $899K as of Q1 2026.
  • IEQ Capital sold 18,443 Maximus shares in Q1 2026, an estimated $1.5M.
  • Maximus made up ﹤0.01% of IEQ Capital's portfolio in Q1 2026, its #1087 holding.
  • IEQ Capital first reported a position in Maximus in Q4 2024 and has held it in 6 quarters since.
  • IEQ Capital's Maximus position peaked at $4.48M in Q3 2025.
  • 371 funds tracked by Wall St. Rank held Maximus as of Q1 2026.

Based on IEQ Capital's 13F filing for Q1 2026, filed 15 May 2026.