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Inspire Advisors’s Maximus MMS Stock Holding History

Inspire Advisors’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
Q1 		– Sell
-8,650
Closed -$646K – 498
2024
Q4 		$646K Buy
8,650
+258
+3% +$21K 0.08% 178
2024
Q3 		$782K Sell
8,392
-376
-4% -$33.6K 0.1% 136
2024
Q2 		$751K Buy
8,768
+121
+1% +$10.2K 0.1% 131
2024
Q1 		$725K Sell
8,647
-207
-2% -$17K 0.1% 137
2023
Q4 		$743K Buy
8,854
+289
+3% +$23.1K 0.11% 123
2023
Q3 		$640K Buy
+8,565
New +$697K 0.11% 102

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
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Inspire Advisors's MMS Position: Q1 2025 in Review

Inspire Advisors sold out of Maximus (MMS) in Q1 2025, closing a stake of 8,650 shares — an estimated $646K sold.

Inspire Advisors first reported a position in MMS in Q3 2023 and held it in 6 quarters. The position peaked at $782K in Q3 2024. 355 funds tracked by Wall St. Rank hold MMS as of Q1 2025.

  • Inspire Advisors reported no remaining Maximus position as of Q1 2025 after selling out during the quarter.
  • Inspire Advisors sold 8,650 Maximus shares in Q1 2025, an estimated $646K.
  • Inspire Advisors first reported a position in Maximus in Q3 2023 and held it in 6 quarters.
  • Inspire Advisors's Maximus position peaked at $782K in Q3 2024.
  • 355 funds tracked by Wall St. Rank held Maximus as of Q1 2025.

Based on Inspire Advisors's 13F filing for Q1 2025, filed 7 May 2025.