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MAI Capital Management’s Maximus MMS Stock Holding History

MAI 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
2026
Q2 		– Sell
-369
Closed -$23.6K – 3680
2026
Q1 		$23.6K Buy
369
+204
+124% +$16.6K ﹤0.01% 2691
2025
Q4 		$14.2K Buy
165
+24
+17% +$2.05K ﹤0.01% 2687
2025
Q3 		$12.9K Buy
141
+13
+10% +$1.05K ﹤0.01% 2624
2025
Q2 		$8.99K Buy
128
+12
+10% +$843 ﹤0.01% 2786
2025
Q1 		$7.91K Sell
116
-12
-9% -$855 ﹤0.01% 2578
2024
Q4 		$9.58K Buy
+128
New +$10.4K ﹤0.01% 2527

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

MAI Capital Management's MMS Position: Q2 2026 in Review

MAI Capital Management sold out of Maximus (MMS) in Q2 2026, closing a stake of 369 shares — an estimated $23.6K sold.

MAI Capital Management first reported a position in MMS in Q4 2024 and held it in 6 quarters. The position peaked at $23.6K in Q1 2026. 349 funds tracked by Wall St. Rank hold MMS as of Q2 2026.

  • MAI Capital Management reported no remaining Maximus position as of Q2 2026 after selling out during the quarter.
  • MAI Capital Management sold 369 Maximus shares in Q2 2026, an estimated $23.6K.
  • MAI Capital Management first reported a position in Maximus in Q4 2024 and held it in 6 quarters.
  • MAI Capital Management's Maximus position peaked at $23.6K in Q1 2026.
  • 349 funds tracked by Wall St. Rank held Maximus as of Q2 2026.

Based on MAI Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.