Manchester Capital Management’s Maximus MMS Stock Holding History

Manchester 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 Q1	$1.03K	Sell	16 -8	-33%	-$649	﹤0.01%	1128
2025 Q4	$2.07K	Buy	+24	New	+$2.05K	﹤0.01%	1015
2024 Q1	–	Sell	-14	Closed	-$1.18K	–	1055
2023 Q4	$1.18K	Sell	14 -28	-67%	-$2.23K	﹤0.01%	845
2023 Q3	$3.14K	Hold	42	–	–	﹤0.01%	711
2023 Q2	$3.55K	Hold	42	–	–	﹤0.01%	663
2023 Q1	$3.31K	Buy	42 +23	+121%	+$1.77K	﹤0.01%	701
2022 Q4	$1.39K	Sell	19 -4	-17%	-$258	﹤0.01%	761
2022 Q3	$1K	Buy	23 +13	+130%	+$810	﹤0.01%	795
2022 Q2	$1K	Buy	+10	New	+$676	﹤0.01%	851
2021 Q3	–	Sell	-34	Closed	-$3K	–	1096
2021 Q2	$3K	Buy	+34	New	+$3.12K	﹤0.01%	639

Other funds holding MMS

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

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

Manchester Capital Management's MMS Position: Q1 2026 in Review

Manchester Capital Management reduced its Maximus (MMS) stake by 33% in Q1 2026, selling an estimated $649 and leaving 16 shares worth $1.03K. The position accounts for ﹤0.01% of the portfolio, ranked #1128.

Manchester Capital Management first reported a position in MMS in Q2 2021 and has held it in 10 quarters since. The position peaked at $3.55K in Q2 2023. 372 funds tracked by Wall St. Rank hold MMS as of Q1 2026.

Manchester Capital Management held 16 shares of Maximus worth $1.03K as of Q1 2026.
Manchester Capital Management sold 8 Maximus shares in Q1 2026, an estimated $649.
Maximus made up ﹤0.01% of Manchester Capital Management's portfolio in Q1 2026, its #1128 holding.
Manchester Capital Management first reported a position in Maximus in Q2 2021 and has held it in 10 quarters since.
Manchester Capital Management's Maximus position peaked at $3.55K in Q2 2023.
372 funds tracked by Wall St. Rank held Maximus as of Q1 2026.

Based on Manchester Capital Management's 13F filing for Q1 2026, filed 11 May 2026.