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J. Safra Asset Management’s Maximus MMS Stock Holding History

J. Safra Asset Management’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
-117
Closed -$7.5K – 666
2026
Q1 		$7.5K Buy
117
+55
+89% +$4.46K ﹤0.01% 402
2025
Q4 		$5.35K Hold
62
– – ﹤0.01% 413
2025
Q3 		$5.67K Sell
62
-304
-83% -$24.6K ﹤0.01% 297
2025
Q2 		$25.7K Sell
366
-147
-29% -$10.3K ﹤0.01% 236
2025
Q1 		$35K Buy
513
+29
+6% +$2.07K ﹤0.01% 204
2024
Q4 		$35.9K Buy
484
+137
+39% +$11.2K ﹤0.01% 210
2024
Q3 		$32.2K Buy
347
+309
+813% +$27.6K ﹤0.01% 183
2024
Q2 		$3.26K Buy
+38
New +$3.19K ﹤0.01% 191

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 $3.38T AUM 44.17% 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 $4.11B AUM 38.38% 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

J. Safra Asset Management's MMS Position: Q2 2026 in Review

J. Safra Asset Management sold out of Maximus (MMS) in Q2 2026, closing a stake of 117 shares — an estimated $7.5K sold.

J. Safra Asset Management first reported a position in MMS in Q2 2024 and held it in 8 quarters. The position peaked at $35.9K in Q4 2024. 352 funds tracked by Wall St. Rank hold MMS as of Q2 2026.

  • J. Safra Asset Management reported no remaining Maximus position as of Q2 2026 after selling out during the quarter.
  • J. Safra Asset Management sold 117 Maximus shares in Q2 2026, an estimated $7.5K.
  • J. Safra Asset Management first reported a position in Maximus in Q2 2024 and held it in 8 quarters.
  • J. Safra Asset Management's Maximus position peaked at $35.9K in Q4 2024.
  • 352 funds tracked by Wall St. Rank held Maximus as of Q2 2026.

Based on J. Safra Asset Management's 13F filing for Q2 2026, filed 6 Aug 2026.