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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
Q2 		– Sell
-3,416
Closed -$219K – 1242
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

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 $3.38T AUM 44.17% 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

Mount Yale Investment Advisors's MMS Position: Q2 2026 in Review

Mount Yale Investment Advisors sold out of Maximus (MMS) in Q2 2026, closing a stake of 3,416 shares — an estimated $219K sold.

Mount Yale Investment Advisors first reported a position in MMS in Q4 2019 and held it in 15 quarters. The position peaked at $347K in Q1 2021. 352 funds tracked by Wall St. Rank hold MMS as of Q2 2026.

  • Mount Yale Investment Advisors reported no remaining Maximus position as of Q2 2026 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 3,416 Maximus shares in Q2 2026, an estimated $219K.
  • Mount Yale Investment Advisors first reported a position in Maximus in Q4 2019 and held it in 15 quarters.
  • Mount Yale Investment Advisors's Maximus position peaked at $347K in Q1 2021.
  • 352 funds tracked by Wall St. Rank held Maximus as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.