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Mirabella Financial Services’s Maximus MMS Stock Holding History

Mirabella Financial Services’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 		– Sell
-12,044
Closed -$772K – 989
2026
Q1 		$772K Buy
+12,044
New +$978K 0.07% 171
2025
Q4 		– Sell
-2,373
Closed -$217K – 741
2025
Q3 		$217K Buy
+2,373
New +$192K 0.02% 221
2024
Q2 		– Sell
-3,108
Closed -$263K – 600
2024
Q1 		$263K Buy
+3,108
New +$256K 0.02% 410

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

Mirabella Financial Services's MMS Position: Q2 2026 in Review

Mirabella Financial Services sold out of Maximus (MMS) in Q2 2026, closing a stake of 12,044 shares — an estimated $772K sold.

Mirabella Financial Services first reported a position in MMS in Q1 2024 and held it in 3 quarters. The position peaked at $772K in Q1 2026. 352 funds tracked by Wall St. Rank hold MMS as of Q2 2026.

  • Mirabella Financial Services reported no remaining Maximus position as of Q2 2026 after selling out during the quarter.
  • Mirabella Financial Services sold 12,044 Maximus shares in Q2 2026, an estimated $772K.
  • Mirabella Financial Services first reported a position in Maximus in Q1 2024 and held it in 3 quarters.
  • Mirabella Financial Services's Maximus position peaked at $772K in Q1 2026.
  • 352 funds tracked by Wall St. Rank held Maximus as of Q2 2026.

Based on Mirabella Financial Services's 13F filing for Q2 2026, filed 31 Jul 2026.