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Integrated Wealth Concepts’s Maximus MMS Stock Holding History

Integrated Wealth Concepts’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 		$33.6K Buy
+626
New +$39K ﹤0.01% 3691

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

Integrated Wealth Concepts's MMS Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in Maximus (MMS) in Q2 2026: 626 shares worth $33.6K. The stake represents ﹤0.01% of the portfolio and ranks #3691 among its holdings.

349 funds tracked by Wall St. Rank hold MMS as of Q2 2026.

  • Integrated Wealth Concepts held 626 shares of Maximus worth $33.6K as of Q2 2026.
  • Maximus was a new Integrated Wealth Concepts position in Q2 2026.
  • Maximus made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #3691 holding.
  • 349 funds tracked by Wall St. Rank held Maximus as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.