McLean Asset Management’s Maximus MMS Stock Holding History

McLean 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	-2,453	Closed	-$235K	–	172
2025 Q4	$235K	Buy	2,453 +3	+0.1%	+$256	0.04%	156
2025 Q3	$223K	Buy	+2,450	New	+$199K	0.05%	161
2024 Q4	–	Sell	-2,586	Closed	-$236K	–	162
2024 Q3	$236K	Buy	2,586 +2	+0.1%	+$179	0.07%	143
2024 Q2	$220K	Sell	2,584 -349	-12%	-$29.3K	0.07%	146
2024 Q1	$239K	Buy	+2,933	New	+$241K	0.08%	134

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

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

McLean Asset Management sold out of Maximus (MMS) in Q1 2026, closing a stake of 2,453 shares — an estimated $235K sold.

McLean Asset Management first reported a position in MMS in Q1 2024 and held it in 5 quarters. The position peaked at $239K in Q1 2024. 372 funds tracked by Wall St. Rank hold MMS as of Q1 2026.

McLean Asset Management reported no remaining Maximus position as of Q1 2026 after selling out during the quarter.
McLean Asset Management sold 2,453 Maximus shares in Q1 2026, an estimated $235K.
McLean Asset Management first reported a position in Maximus in Q1 2024 and held it in 5 quarters.
McLean Asset Management's Maximus position peaked at $239K in Q1 2024.
372 funds tracked by Wall St. Rank held Maximus as of Q1 2026.

Based on McLean Asset Management's 13F filing for Q1 2026, filed 22 Apr 2026.