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Intentional Wealth Strategies’s Maximus MMS Stock Holding History

Intentional Wealth Strategies’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
-47
Closed -$3.01K – 575
2026
Q1 		$3.01K Buy
+47
New +$3.82K ﹤0.01% 586

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

Intentional Wealth Strategies's MMS Position: Q2 2026 in Review

Intentional Wealth Strategies sold out of Maximus (MMS) in Q2 2026, closing a stake of 47 shares — an estimated $3.01K sold.

Intentional Wealth Strategies first reported a position in MMS in Q1 2026 and held it in 1 quarter. The position peaked at $3.01K in Q1 2026. 349 funds tracked by Wall St. Rank hold MMS as of Q2 2026.

  • Intentional Wealth Strategies reported no remaining Maximus position as of Q2 2026 after selling out during the quarter.
  • Intentional Wealth Strategies sold 47 Maximus shares in Q2 2026, an estimated $3.01K.
  • Intentional Wealth Strategies first reported a position in Maximus in Q1 2026 and held it in 1 quarter.
  • Intentional Wealth Strategies's Maximus position peaked at $3.01K in Q1 2026.
  • 349 funds tracked by Wall St. Rank held Maximus as of Q2 2026.

Based on Intentional Wealth Strategies's 13F filing for Q2 2026, filed 28 Jul 2026.