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Logan Capital Management’s Maximus MMS Stock Holding History

Logan Capital 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
2025
Q4 		– Sell
-8
Closed -$731 – 401
2025
Q3 		$731 Hold
8
– – ﹤0.01% 444
2025
Q2 		$562 Hold
8
– – ﹤0.01% 452
2025
Q1 		$546 Hold
8
– – ﹤0.01% 533
2024
Q4 		$597 Buy
+8
New +$653 ﹤0.01% 504
2022
Q3 		– Sell
-54
Closed -$3K – 522
2022
Q2 		$3K Hold
54
– – ﹤0.01% 492
2022
Q1 		$4K Hold
54
– – ﹤0.01% 486
2021
Q4 		$4K Buy
+54
New +$4.41K ﹤0.01% 505

Other funds holding MMS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Logan Capital Management's MMS Position: Q4 2025 in Review

Logan Capital Management sold out of Maximus (MMS) in Q4 2025, closing a stake of 8 shares — an estimated $731 sold.

Logan Capital Management first reported a position in MMS in Q4 2021 and held it in 7 quarters. The position peaked at $4K in Q1 2022. 385 funds tracked by Wall St. Rank hold MMS as of Q4 2025.

  • Logan Capital Management reported no remaining Maximus position as of Q4 2025 after selling out during the quarter.
  • Logan Capital Management sold 8 Maximus shares in Q4 2025, an estimated $731.
  • Logan Capital Management first reported a position in Maximus in Q4 2021 and held it in 7 quarters.
  • Logan Capital Management's Maximus position peaked at $4K in Q1 2022.
  • 385 funds tracked by Wall St. Rank held Maximus as of Q4 2025.

Based on Logan Capital Management's 13F filing for Q4 2025, filed 12 Feb 2026.