OF
MMS icon

Optimize Financial’s Maximus MMS Stock Holding History

Optimize Financial’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 		$304K Sell
5,662
-19
-0.3% -$1.18K 0.11% 250
2026
Q1 		$364K Buy
+5,681
New +$461K 0.18% 216

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 $4.11B AUM 38.38% 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

Optimize Financial's MMS Position: Q2 2026 in Review

Optimize Financial reduced its Maximus (MMS) stake by 0.33% in Q2 2026, selling an estimated $1.18K and leaving 5,662 shares worth $304K. The position accounts for 0.11% of the portfolio, ranked #250.

Optimize Financial first reported a position in MMS in Q1 2026 and has held it in 2 quarters since. The position peaked at $364K in Q1 2026. 352 funds tracked by Wall St. Rank hold MMS as of Q2 2026.

  • Optimize Financial held 5,662 shares of Maximus worth $304K as of Q2 2026.
  • Optimize Financial sold 19 Maximus shares in Q2 2026, an estimated $1.18K.
  • Maximus made up 0.11% of Optimize Financial's portfolio in Q2 2026, its #250 holding.
  • Optimize Financial first reported a position in Maximus in Q1 2026 and has held it in 2 quarters since.
  • Optimize Financial's Maximus position peaked at $364K in Q1 2026.
  • 352 funds tracked by Wall St. Rank held Maximus as of Q2 2026.

Based on Optimize Financial's 13F filing for Q2 2026, filed 27 Aug 2026.