Kestra Advisory Services’s Maximus MMS Stock Holding History

Kestra Advisory Services’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 Q1	–	Sell	-1,033	Closed	-$89.2K	–	3892
2025 Q4	$89.2K	Buy	+1,033	New	+$88.3K	﹤0.01%	3521
2023 Q1	–	Sell	-3,670	Closed	-$269K	–	2226
2022 Q4	$269K	Buy	+3,670	New	+$237K	﹤0.01%	1816
2022 Q3	–	Sell	-4,485	Closed	-$280K	–	2186
2022 Q2	$280K	Buy	+4,485	New	+$303K	﹤0.01%	1668

Other funds holding MMS

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return

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

Kestra Advisory Services's MMS Position: Q1 2026 in Review

Kestra Advisory Services sold out of Maximus (MMS) in Q1 2026, closing a stake of 1,033 shares — an estimated $89.2K sold.

Kestra Advisory Services first reported a position in MMS in Q2 2022 and held it in 3 quarters. The position peaked at $280K in Q2 2022. 375 funds tracked by Wall St. Rank hold MMS as of Q1 2026.

Kestra Advisory Services reported no remaining Maximus position as of Q1 2026 after selling out during the quarter.
Kestra Advisory Services sold 1,033 Maximus shares in Q1 2026, an estimated $89.2K.
Kestra Advisory Services first reported a position in Maximus in Q2 2022 and held it in 3 quarters.
Kestra Advisory Services's Maximus position peaked at $280K in Q2 2022.
375 funds tracked by Wall St. Rank held Maximus as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.