Net Worth Advisory Group
MMS icon

Net Worth Advisory Group’s Maximus MMS Stock Holding History

Net Worth Advisory Group’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
Q3 		$216K Buy
+4,041
New +$232K 0.05% 389
2026
Q2 		– Sell
-3,824
Closed -$245K – 449
2026
Q1 		$245K Buy
3,824
+125
+3% +$10.1K 0.05% 367
2025
Q4 		$319K Buy
3,699
+736
+25% +$62.9K 0.06% 302
2025
Q3 		$271K Sell
2,963
-232
-7% -$18.8K 0.08% 316
2025
Q2 		$224K Buy
+3,195
New +$224K 0.05% 379
2025
Q1 		– Sell
-2,730
Closed -$204K – 400
2024
Q4 		$204K Sell
2,730
-55
-2% -$4.49K 0.06% 358
2024
Q3 		$259K Buy
+2,785
New +$249K 0.08% 311

Other funds holding MMS

Reinhart Partners
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
Ranmore Fund Management
Ranmore Fund Management Cobham, United Kingdom $901M AUM 11.24% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Chatham Capital Group
Chatham Capital Group Savannah, Georgia $777M AUM 22.3% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
GHP Investment Advisors
GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return
SummerHaven Investment Management
SummerHaven Investment Management Stamford, Connecticut $179M AUM 57.61% 1-Year Est. Return

Net Worth Advisory Group's MMS Position: Q3 2026 in Review

Net Worth Advisory Group opened a new position in Maximus (MMS) in Q3 2026: 4,041 shares worth $216K. The stake represents 0.05% of the portfolio and ranks #389 among its holdings. This is a return to the name: Net Worth Advisory Group previously reported a position in MMS as recently as Q1 2026.

Net Worth Advisory Group first reported a position in MMS in Q3 2024 and has held it in 7 quarters since. The position peaked at $319K in Q4 2025. 34 funds tracked by Wall St. Rank hold MMS as of Q3 2026.

  • Net Worth Advisory Group held 4,041 shares of Maximus worth $216K as of Q3 2026.
  • Maximus was a new Net Worth Advisory Group position in Q3 2026.
  • Maximus made up 0.05% of Net Worth Advisory Group's portfolio in Q3 2026, its #389 holding.
  • Net Worth Advisory Group first reported a position in Maximus in Q3 2024 and has held it in 7 quarters since.
  • Net Worth Advisory Group's Maximus position peaked at $319K in Q4 2025.
  • 34 funds tracked by Wall St. Rank held Maximus as of Q3 2026.

Based on Net Worth Advisory Group's 13F filing for Q3 2026, filed 20 Oct 2026.