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Orion Portfolio Solutions’s Maximus MMS Stock Holding History

Orion Portfolio Solutions’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
2024
Q4 		– Sell
-13,444
Closed -$1.25M – 1879
2024
Q3 		$1.25M Sell
13,444
-1,792
-12% -$160K 0.01% 927
2024
Q2 		$1.31M Sell
15,236
-1,285
-8% -$108K 0.01% 857
2024
Q1 		$1.39M Sell
16,521
-381
-2% -$31.3K 0.01% 839
2023
Q4 		$1.32M Sell
16,902
-1,414
-8% -$113K 0.02% 822
2023
Q3 		$1.37M Sell
18,316
-376
-2% -$30.6K 0.02% 784
2023
Q2 		$1.58M Sell
18,692
-356
-2% -$29.3K 0.02% 758
2023
Q1 		$1.5M Buy
19,048
+11,691
+159% +$900K 0.02% 711
2022
Q4 		$539K Buy
+7,357
New +$475K 0.02% 477
2020
Q3 		– Sell
-34
Closed -$2K – 1421
2020
Q2 		$2K Hold
34
– – ﹤0.01% 1789
2020
Q1 		$2K Sell
34
-73
-68% -$4.96K ﹤0.01% 1598
2019
Q4 		$8K Buy
+107
New +$8.04K ﹤0.01% 1095

Other funds holding MMS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Orion Portfolio Solutions's MMS Position: Q4 2024 in Review

Orion Portfolio Solutions sold out of Maximus (MMS) in Q4 2024, closing a stake of 13,444 shares — an estimated $1.25M sold.

Orion Portfolio Solutions first reported a position in MMS in Q4 2019 and held it in 11 quarters. The position peaked at $1.58M in Q2 2023. 353 funds tracked by Wall St. Rank hold MMS as of Q4 2024.

  • Orion Portfolio Solutions reported no remaining Maximus position as of Q4 2024 after selling out during the quarter.
  • Orion Portfolio Solutions sold 13,444 Maximus shares in Q4 2024, an estimated $1.25M.
  • Orion Portfolio Solutions first reported a position in Maximus in Q4 2019 and held it in 11 quarters.
  • Orion Portfolio Solutions's Maximus position peaked at $1.58M in Q2 2023.
  • 353 funds tracked by Wall St. Rank held Maximus as of Q4 2024.

Based on Orion Portfolio Solutions's 13F filing for Q4 2024, filed 12 Feb 2025.