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Innovative Asset Advisors Group’s Maximus MMS Stock Holding History

Innovative Asset Advisors Group’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 		– Sell
-8
Closed -$513 – 729
2026
Q1 		$513 Buy
+8
New +$649 ﹤0.01% 989

Other funds holding MMS

BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Innovative Asset Advisors Group's MMS Position: Q2 2026 in Review

Innovative Asset Advisors Group sold out of Maximus (MMS) in Q2 2026, closing a stake of 8 shares — an estimated $513 sold.

Innovative Asset Advisors Group first reported a position in MMS in Q1 2026 and held it in 1 quarter. The position peaked at $513 in Q1 2026. 329 funds tracked by Wall St. Rank hold MMS as of Q2 2026.

  • Innovative Asset Advisors Group reported no remaining Maximus position as of Q2 2026 after selling out during the quarter.
  • Innovative Asset Advisors Group sold 8 Maximus shares in Q2 2026, an estimated $513.
  • Innovative Asset Advisors Group first reported a position in Maximus in Q1 2026 and held it in 1 quarter.
  • Innovative Asset Advisors Group's Maximus position peaked at $513 in Q1 2026.
  • 329 funds tracked by Wall St. Rank held Maximus as of Q2 2026.

Based on Innovative Asset Advisors Group's 13F filing for Q2 2026, filed 5 Aug 2026.