Occudo Quantitative Strategies’s Maximus MMS Stock Holding History

Occudo Quantitative Strategies’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
2025 Q2	–	Sell	-17,180	Closed	-$1.17M	–	800
2025 Q1	$1.17M	Buy	17,180 +3,590	+26%	+$256K	0.16%	188
2024 Q4	$1.01M	Buy	+13,590	New	+$1.11M	0.18%	167
2024 Q3	–	Sell	-8,286	Closed	-$710K	–	913
2024 Q2	$710K	Buy	+8,286	New	+$696K	0.13%	229
2023 Q4	–	Sell	-6,304	Closed	-$471K	–	1048
2023 Q3	$471K	Buy	+6,304	New	+$513K	0.06%	521
2022 Q4	–	Sell	-8,674	Closed	-$502K	–	1216
2022 Q3	$502K	Sell	8,674 -4,231	-33%	-$264K	0.04%	660
2022 Q2	$807K	Buy	+12,905	New	+$873K	0.07%	452
2021 Q1	–	Sell	-8,516	Closed	-$623K	–	863
2020 Q4	$623K	Buy	+8,516	New	+$604K	0.2%	172

Other funds holding MMS

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 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 $3.08B AUM 12.07% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Occudo Quantitative Strategies's MMS Position: Q2 2025 in Review

Occudo Quantitative Strategies sold out of Maximus (MMS) in Q2 2025, closing a stake of 17,180 shares — an estimated $1.17M sold.

Occudo Quantitative Strategies first reported a position in MMS in Q4 2020 and held it in 7 quarters. The position peaked at $1.17M in Q1 2025. 378 funds tracked by Wall St. Rank hold MMS as of Q2 2025.

Occudo Quantitative Strategies reported no remaining Maximus position as of Q2 2025 after selling out during the quarter.
Occudo Quantitative Strategies sold 17,180 Maximus shares in Q2 2025, an estimated $1.17M.
Occudo Quantitative Strategies first reported a position in Maximus in Q4 2020 and held it in 7 quarters.
Occudo Quantitative Strategies's Maximus position peaked at $1.17M in Q1 2025.
378 funds tracked by Wall St. Rank held Maximus as of Q2 2025.

Based on Occudo Quantitative Strategies's 13F filing for Q2 2025, filed 14 Aug 2025.