OF
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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
Q1 		$364K Buy
+5,681
New +$461K 0.18% 216

Other funds holding MMS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 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: Q1 2026 in Review

Optimize Financial opened a new position in Maximus (MMS) in Q1 2026: 5,681 shares worth $364K. The stake represents 0.18% of the portfolio and ranks #216 among its holdings.

373 funds tracked by Wall St. Rank hold MMS as of Q1 2026.

  • Optimize Financial held 5,681 shares of Maximus worth $364K as of Q1 2026.
  • Maximus was a new Optimize Financial position in Q1 2026.
  • Maximus made up 0.18% of Optimize Financial's portfolio in Q1 2026, its #216 holding.
  • 373 funds tracked by Wall St. Rank held Maximus as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.