NewEdge Advisors’s Maximus MMS Stock Holding History

NewEdge 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	–	Sell	-12	Closed	-$1.04K	–	4287
2025 Q4	$1.04K	Hold	12	–	–	﹤0.01%	3978
2025 Q3	$1.1K	Buy	+12	New	+$972	﹤0.01%	3868
2025 Q2	–	Sell	-4	Closed	-$273	–	4094
2025 Q1	$273	Hold	4	–	–	﹤0.01%	3776
2024 Q4	$299	Hold	4	–	–	﹤0.01%	3718
2024 Q3	$373	Hold	4	–	–	﹤0.01%	3634
2024 Q2	$343	Hold	4	–	–	﹤0.01%	3615
2024 Q1	$336	Sell	4 -27	-87%	-$2.22K	﹤0.01%	3626
2023 Q4	$2.6K	Buy	+31	New	+$2.47K	﹤0.01%	3293
2023 Q1	–	Sell	-387	Closed	-$28.4K	–	3869
2022 Q4	$28.4K	Buy	+387	New	+$25K	﹤0.01%	1988

Other funds holding MMS

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

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

NewEdge Advisors's MMS Position: Q1 2026 in Review

NewEdge Advisors sold out of Maximus (MMS) in Q1 2026, closing a stake of 12 shares — an estimated $1.04K sold.

NewEdge Advisors first reported a position in MMS in Q4 2022 and held it in 9 quarters. The position peaked at $28.4K in Q4 2022. 372 funds tracked by Wall St. Rank hold MMS as of Q1 2026.

NewEdge Advisors reported no remaining Maximus position as of Q1 2026 after selling out during the quarter.
NewEdge Advisors sold 12 Maximus shares in Q1 2026, an estimated $1.04K.
NewEdge Advisors first reported a position in Maximus in Q4 2022 and held it in 9 quarters.
NewEdge Advisors's Maximus position peaked at $28.4K in Q4 2022.
372 funds tracked by Wall St. Rank held Maximus as of Q1 2026.

Based on NewEdge Advisors's 13F filing for Q1 2026, filed 18 May 2026.