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IMA Advisory Services’s Maximus MMS Stock Holding History

IMA Advisory Services’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 		$2.37K Hold
44
– – ﹤0.01% 1066
2026
Q1 		$2.82K Sell
44
-1
-2% -$81 ﹤0.01% 554
2025
Q4 		$3.88K Buy
+45
New +$3.85K ﹤0.01% 497

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

IMA Advisory Services's MMS Position: Q2 2026 in Review

IMA Advisory Services held its Maximus (MMS) position steady in Q2 2026 at 44 shares worth $2.37K. The position accounts for ﹤0.01% of the portfolio, ranked #1066.

IMA Advisory Services first reported a position in MMS in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.88K in Q4 2025. 352 funds tracked by Wall St. Rank hold MMS as of Q2 2026.

  • IMA Advisory Services held 44 shares of Maximus worth $2.37K as of Q2 2026.
  • IMA Advisory Services left its Maximus share count unchanged in Q2 2026.
  • Maximus made up ﹤0.01% of IMA Advisory Services's portfolio in Q2 2026, its #1066 holding.
  • IMA Advisory Services first reported a position in Maximus in Q4 2025 and has held it in 3 quarters since.
  • IMA Advisory Services's Maximus position peaked at $3.88K in Q4 2025.
  • 352 funds tracked by Wall St. Rank held Maximus as of Q2 2026.

Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.