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Mosley Wealth Management’s Maximus MMS Stock Holding History

Mosley Wealth 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
Q2 		$430 Buy
+8
New +$499 ﹤0.01% 649

Other funds holding MMS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

Mosley Wealth Management's MMS Position: Q2 2026 in Review

Mosley Wealth Management opened a new position in Maximus (MMS) in Q2 2026: 8 shares worth $430. The stake represents ﹤0.01% of the portfolio and ranks #649 among its holdings.

148 funds tracked by Wall St. Rank hold MMS as of Q2 2026.

  • Mosley Wealth Management held 8 shares of Maximus worth $430 as of Q2 2026.
  • Maximus was a new Mosley Wealth Management position in Q2 2026.
  • Maximus made up ﹤0.01% of Mosley Wealth Management's portfolio in Q2 2026, its #649 holding.
  • 148 funds tracked by Wall St. Rank held Maximus as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.