Marshall Wace
MMS icon

Marshall Wace’s Maximus MMS Stock Holding History

Marshall Wace’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 		$14.7M Buy
273,805
+216,284
+376% +$13.5M 0.01% 867
2026
Q1 		$3.69M Buy
+57,521
New +$4.67M ﹤0.01% 1455
2025
Q4 		– Sell
-51,108
Closed -$4.67M – 3269
2025
Q3 		$4.67M Buy
+51,108
New +$4.14M ﹤0.01% 1209
2025
Q1 		– Sell
-224,267
Closed -$16.7M – 2910
2024
Q4 		$16.7M Buy
224,267
+208,463
+1,319% +$17M 0.02% 598
2024
Q3 		$1.47M Buy
+15,804
New +$1.41M ﹤0.01% 1492
2024
Q2 		– Sell
-2,600
Closed -$218K – 2795
2024
Q1 		$218K Sell
2,600
-86,201
-97% -$7.09M ﹤0.01% 2211
2023
Q4 		$7.45M Buy
+88,801
New +$7.08M 0.01% 767
2023
Q2 		– Sell
-8,723
Closed -$687K – 2781
2023
Q1 		$687K Buy
+8,723
New +$672K ﹤0.01% 1969
2022
Q3 		– Sell
-33,525
Closed -$2.1M – 3630
2022
Q2 		$2.1M Buy
+33,525
New +$2.27M ﹤0.01% 1956
2020
Q1 		– Sell
-12,631
Closed -$940K – 1900
2019
Q4 		$940K Buy
12,631
+10,749
+571% +$808K 0.01% 1002
2019
Q3 		$145K Sell
1,882
-15,254
-89% -$1.16M ﹤0.01% 1339
2019
Q2 		$1.24M Buy
+17,136
New +$1.24M 0.01% 878
2018
Q4 		– Sell
-35,839
Closed -$2.33M – 1725
2018
Q3 		$2.33M Buy
+35,839
New +$2.33M 0.02% 645
2016
Q3 		– Sell
-35,962
Closed -$1.99M – 1057
2016
Q2 		$1.99M Sell
35,962
-60,542
-63% -$3.26M 0.02% 589
2016
Q1 		$5.08M Buy
96,504
+70,713
+274% +$3.61M 0.05% 337
2015
Q4 		$1.45M Buy
+25,791
New +$1.55M 0.01% 624
2014
Q4 		– Sell
-34,914
Closed -$1.4M – 897
2014
Q3 		$1.4M Sell
34,914
-29,970
-46% -$1.24M 0.02% 501
2014
Q2 		$2.79M Sell
64,884
-269,269
-81% -$11.6M 0.04% 343
2014
Q1 		$15M Buy
+334,153
New +$15.1M 0.27% 102

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

Marshall Wace's MMS Position: Q2 2026 in Review

Marshall Wace increased its Maximus (MMS) stake by 376% in Q2 2026, buying an estimated $13.5M and bringing the position to 273,805 shares worth $14.7M. The position accounts for 0.01% of the portfolio, ranked #867.

Marshall Wace first reported a position in MMS in Q1 2014 and has held it in 19 quarters since. The position peaked at $16.7M in Q4 2024. 351 funds tracked by Wall St. Rank hold MMS as of Q2 2026.

  • Marshall Wace held 273,805 shares of Maximus worth $14.7M as of Q2 2026.
  • Marshall Wace bought 216,284 Maximus shares in Q2 2026, an estimated $13.5M.
  • Maximus made up 0.01% of Marshall Wace's portfolio in Q2 2026, its #867 holding.
  • Marshall Wace first reported a position in Maximus in Q1 2014 and has held it in 19 quarters since.
  • Marshall Wace's Maximus position peaked at $16.7M in Q4 2024.
  • 351 funds tracked by Wall St. Rank held Maximus as of Q2 2026.

Based on Marshall Wace's 13F filing for Q2 2026, filed 13 Aug 2026.