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Marquette Asset Management’s Maximus MMS Stock Holding History

Marquette Asset 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 		– Sell
-22
Closed -$1.9K – 874
2025
Q4 		$1.9K Buy
+22
New +$1.88K ﹤0.01% 487

Other funds holding MMS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 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

Marquette Asset Management's MMS Position: Q1 2026 in Review

Marquette Asset Management sold out of Maximus (MMS) in Q1 2026, closing a stake of 22 shares — an estimated $1.9K sold.

Marquette Asset Management first reported a position in MMS in Q4 2025 and held it in 1 quarter. The position peaked at $1.9K in Q4 2025. 373 funds tracked by Wall St. Rank hold MMS as of Q1 2026.

  • Marquette Asset Management reported no remaining Maximus position as of Q1 2026 after selling out during the quarter.
  • Marquette Asset Management sold 22 Maximus shares in Q1 2026, an estimated $1.9K.
  • Marquette Asset Management first reported a position in Maximus in Q4 2025 and held it in 1 quarter.
  • Marquette Asset Management's Maximus position peaked at $1.9K in Q4 2025.
  • 373 funds tracked by Wall St. Rank held Maximus as of Q1 2026.

Based on Marquette Asset Management's 13F filing for Q1 2026, filed 24 Apr 2026.