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Larson Financial Group’s Maximus MMS Stock Holding History

Larson Financial Group’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 		$80.2K Sell
1,493
-324
-18% -$20.2K ﹤0.01% 1297
2026
Q1 		$116K Sell
1,817
-78
-4% -$6.33K ﹤0.01% 929
2025
Q4 		$164K Buy
1,895
+26
+1% +$2.22K 0.01% 756
2025
Q3 		$171K Buy
1,869
+227
+14% +$18.4K 0.01% 738
2025
Q2 		$115K Buy
1,642
+109
+7% +$7.66K ﹤0.01% 805
2025
Q1 		$105K Sell
1,533
-611
-28% -$43.5K 0.01% 784
2024
Q4 		$160K Buy
2,144
+569
+36% +$46.4K 0.01% 625
2024
Q3 		$147K Hold
1,575
– – 0.01% 643
2024
Q2 		$135K Hold
1,575
– – 0.01% 573
2024
Q1 		$132K Sell
1,575
-214
-12% -$17.6K 0.01% 492
2023
Q4 		$150K Hold
1,789
– – 0.01% 412
2023
Q3 		$134K Hold
1,789
– – 0.01% 400
2023
Q2 		$151K Hold
1,789
– – 0.02% 362
2023
Q1 		$141K Hold
1,789
– – 0.02% 370
2022
Q4 		$131K Hold
1,789
– – 0.02% 364
2022
Q3 		$104K Buy
1,789
+153
+9% +$9.54K 0.01% 356
2022
Q2 		$102K Buy
1,636
+168
+11% +$11.4K 0.02% 256
2022
Q1 		$110K Hold
1,468
– – 0.02% 264
2021
Q4 		$117K Hold
1,468
– – 0.02% 252
2021
Q3 		$122K Hold
1,468
– – 0.02% 191
2021
Q2 		$129K Hold
1,468
– – 0.03% 163
2021
Q1 		$131K Hold
1,468
– – 0.04% 141
2020
Q4 		$107K Hold
1,468
– – 0.04% 134
2020
Q3 		$100K Hold
1,468
– – 0.04% 129
2020
Q2 		$103K Hold
1,468
– – 0.05% 131
2020
Q1 		$85K Hold
1,468
– – 0.05% 118
2019
Q4 		$109K Buy
+1,468
New +$110K 0.06% 101

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

Larson Financial Group's MMS Position: Q2 2026 in Review

Larson Financial Group reduced its Maximus (MMS) stake by 18% in Q2 2026, selling an estimated $20.2K and leaving 1,493 shares worth $80.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1297.

Larson Financial Group first reported a position in MMS in Q4 2019 and has held it in 27 quarters since. The position peaked at $171K in Q3 2025. 352 funds tracked by Wall St. Rank hold MMS as of Q2 2026.

  • Larson Financial Group held 1,493 shares of Maximus worth $80.2K as of Q2 2026.
  • Larson Financial Group sold 324 Maximus shares in Q2 2026, an estimated $20.2K.
  • Maximus made up ﹤0.01% of Larson Financial Group's portfolio in Q2 2026, its #1297 holding.
  • Larson Financial Group first reported a position in Maximus in Q4 2019 and has held it in 27 quarters since.
  • Larson Financial Group's Maximus position peaked at $171K in Q3 2025.
  • 352 funds tracked by Wall St. Rank held Maximus as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.