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Mount Yale Investment Advisors’s Maximus MMS Stock Holding History

Mount Yale Investment Advisors’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 		$219K Buy
+3,416
New +$277K 0.01% 1020
2025
Q3 		– Sell
-3,480
Closed -$244K – 1236
2025
Q2 		$244K Buy
+3,480
New +$244K 0.02% 512
2024
Q4 		– Sell
-3,718
Closed -$346K – 599
2024
Q3 		$346K Sell
3,718
-10
-0.3% -$894 0.03% 395
2024
Q2 		$320K Sell
3,728
-90
-2% -$7.56K 0.03% 422
2024
Q1 		$320K Buy
3,818
+426
+13% +$35K 0.02% 435
2023
Q4 		$284K Sell
3,392
-113
-3% -$9.01K 0.03% 423
2023
Q3 		$262K Sell
3,505
-193
-5% -$15.7K 0.03% 416
2023
Q2 		$313K Buy
+3,698
New +$304K 0.03% 381
2021
Q3 		– Sell
-3,847
Closed -$338K – 482
2021
Q2 		$338K Sell
3,847
-51
-1% -$4.67K 0.04% 302
2021
Q1 		$347K Sell
3,898
-548
-12% -$44.8K 0.05% 293
2020
Q4 		$325K Sell
4,446
-162
-4% -$11.5K 0.05% 290
2020
Q3 		$315K Sell
4,608
-196
-4% -$14.4K 0.04% 275
2020
Q2 		$338K Buy
4,804
+237
+5% +$15.9K 0.06% 255
2020
Q1 		$266K Buy
4,567
+1,323
+41% +$89.8K 0.06% 246
2019
Q4 		$233K Buy
+3,244
New +$244K 0.04% 299

Other funds holding MMS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return

Mount Yale Investment Advisors's MMS Position: Q1 2026 in Review

Mount Yale Investment Advisors opened a new position in Maximus (MMS) in Q1 2026: 3,416 shares worth $219K. The stake represents 0.01% of the portfolio and ranks #1020 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in MMS as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in MMS in Q4 2019 and has held it in 15 quarters since. The position peaked at $347K in Q1 2021. 372 funds tracked by Wall St. Rank hold MMS as of Q1 2026.

  • Mount Yale Investment Advisors held 3,416 shares of Maximus worth $219K as of Q1 2026.
  • Maximus was a new Mount Yale Investment Advisors position in Q1 2026.
  • Maximus made up 0.01% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #1020 holding.
  • Mount Yale Investment Advisors first reported a position in Maximus in Q4 2019 and has held it in 15 quarters since.
  • Mount Yale Investment Advisors's Maximus position peaked at $347K in Q1 2021.
  • 372 funds tracked by Wall St. Rank held Maximus as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.