MassMutual Private Wealth & Trust
MMS icon

MassMutual Private Wealth & Trust’s Maximus MMS Stock Holding History

MassMutual Private Wealth & Trust’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
Q3 		$160 Sell
3
-86
-97% -$4.94K ﹤0.01% 2335
2026
Q2 		$4.78K Sell
89
-29
-25% -$1.81K ﹤0.01% 1706
2026
Q1 		$7.56K Sell
118
-9
-7% -$731 ﹤0.01% 1495
2025
Q4 		$11K Hold
127
– – ﹤0.01% 1346
2025
Q3 		$11.6K Hold
127
– – ﹤0.01% 1335
2025
Q2 		$8.92K Hold
127
– – ﹤0.01% 1405
2025
Q1 		$8.66K Buy
127
+13
+11% +$926 ﹤0.01% 1357
2024
Q4 		$8.51K Hold
114
– – ﹤0.01% 1323
2024
Q3 		$10.6K Buy
114
+27
+31% +$2.41K ﹤0.01% 1115
2024
Q2 		$7.46K Sell
87
-2
-2% -$168 ﹤0.01% 1181
2024
Q1 		$7.47K Buy
89
+2
+2% +$165 ﹤0.01% 1123
2023
Q4 		$7.3K Sell
87
-2
-2% -$160 ﹤0.01% 1118
2023
Q3 		$6.65K Sell
89
-13
-13% -$1.06K ﹤0.01% 1151
2023
Q2 		$8.62K Sell
102
-96
-48% -$7.9K ﹤0.01% 1007
2023
Q1 		$15.6K Buy
198
+113
+133% +$8.7K ﹤0.01% 803
2022
Q4 		$6K Sell
85
-46
-35% -$2.97K ﹤0.01% 946
2022
Q3 		$8K Buy
131
+121
+1,210% +$7.54K ﹤0.01% 813
2022
Q2 		$1K Sell
10
-85
-89% -$5.75K ﹤0.01% 1351
2022
Q1 		$7K Buy
+95
New +$7.27K ﹤0.01% 840
2017
Q2 		– Sell
-4,708
Closed -$293K – 1074
2017
Q1 		$293K Sell
4,708
-253
-5% -$14.9K 0.03% 289
2016
Q4 		$277K Buy
+4,961
New +$269K 0.03% 248
2016
Q2 		$219K Buy
3,958
+79
+2% +$4.26K 0.03% 306
2016
Q1 		$204K Buy
3,879
+134
+4% +$6.83K 0.03% 292
2015
Q4 		$211K Buy
+3,745
New +$226K 0.03% 272
2015
Q2 		– Sell
-4,598
Closed -$307K – 792
2015
Q1 		$307K Buy
+4,598
New +$273K 0.05% 231

Other funds holding MMS

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Reinhart Partners
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Ranmore Fund Management
Ranmore Fund Management Cobham, United Kingdom $901M AUM 11.24% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Van Berkom & Associates
Van Berkom & Associates Montreal, Quebec, Canada $2.81B AUM 6.02% 1-Year Est. Return

MassMutual Private Wealth & Trust's MMS Position: Q3 2026 in Review

MassMutual Private Wealth & Trust reduced its Maximus (MMS) stake by 97% in Q3 2026, selling an estimated $4.94K and leaving 3 shares worth $160. The position accounts for ﹤0.01% of the portfolio, ranked #2335.

MassMutual Private Wealth & Trust first reported a position in MMS in Q1 2015 and has held it in 25 quarters since. The position peaked at $307K in Q1 2015. 146 funds tracked by Wall St. Rank hold MMS as of Q3 2026.

  • MassMutual Private Wealth & Trust held 3 shares of Maximus worth $160 as of Q3 2026.
  • MassMutual Private Wealth & Trust sold 86 Maximus shares in Q3 2026, an estimated $4.94K.
  • Maximus made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q3 2026, its #2335 holding.
  • MassMutual Private Wealth & Trust first reported a position in Maximus in Q1 2015 and has held it in 25 quarters since.
  • MassMutual Private Wealth & Trust's Maximus position peaked at $307K in Q1 2015.
  • 146 funds tracked by Wall St. Rank held Maximus as of Q3 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q3 2026, filed 5 Oct 2026.