NWAG
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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
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

RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
CCG
Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $5.7B AUM 35.76% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
RCM
Radnor Capital Management Wayne, Pennsylvania $712M AUM 34.39% 1-Year Est. Return

Net Worth Advisory Group's MMS Position: Q2 2026 in Review

Net Worth Advisory Group sold out of Maximus (MMS) in Q2 2026, closing a stake of 3,824 shares — an estimated $245K sold.

Net Worth Advisory Group first reported a position in MMS in Q3 2024 and held it in 6 quarters. The position peaked at $319K in Q4 2025. 38 funds tracked by Wall St. Rank hold MMS as of Q2 2026.

  • Net Worth Advisory Group reported no remaining Maximus position as of Q2 2026 after selling out during the quarter.
  • Net Worth Advisory Group sold 3,824 Maximus shares in Q2 2026, an estimated $245K.
  • Net Worth Advisory Group first reported a position in Maximus in Q3 2024 and held it in 6 quarters.
  • Net Worth Advisory Group's Maximus position peaked at $319K in Q4 2025.
  • 38 funds tracked by Wall St. Rank held Maximus as of Q2 2026.

Based on Net Worth Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.