Osaic Holdings
MMS icon

Osaic Holdings’s Maximus MMS Stock Holding History

Osaic Holdings’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 		$83.4K Buy
1,551
+328
+27% +$20.4K ﹤0.01% 5099
2026
Q1 		$78.4K Sell
1,223
-214
-15% -$17.4K ﹤0.01% 4857
2025
Q4 		$124K Sell
1,437
-9,849
-87% -$842K ﹤0.01% 4527
2025
Q3 		$1.03M Buy
11,286
+6,458
+134% +$523K ﹤0.01% 2765
2025
Q2 		$333K Buy
4,828
+2,837
+142% +$199K ﹤0.01% 3500
2025
Q1 		$136K Sell
1,991
-1,917
-49% -$137K ﹤0.01% 3954
2024
Q4 		$292K Buy
3,908
+370
+10% +$30.2K ﹤0.01% 3257
2024
Q3 		$330K Buy
3,538
+185
+6% +$16.5K ﹤0.01% 3232
2024
Q2 		$287K Sell
3,353
-841
-20% -$70.7K ﹤0.01% 3259
2024
Q1 		$352K Sell
4,194
-10,591
-72% -$871K ﹤0.01% 3228
2023
Q4 		$1.24M Sell
14,785
-9,210
-38% -$735K ﹤0.01% 2293
2023
Q3 		$1.79M Sell
23,995
-1,341
-5% -$109K ﹤0.01% 2099
2023
Q2 		$2.16M Sell
25,336
-612
-2% -$50.3K ﹤0.01% 1798
2023
Q1 		$2.07M Buy
25,948
+37
+0.1% +$2.85K ﹤0.01% 1798
2022
Q4 		$1.9M Buy
25,911
+81
+0.3% +$5.23K ﹤0.01% 1797
2022
Q3 		$1.5M Buy
25,830
+361
+1% +$22.5K ﹤0.01% 1858
2022
Q2 		$1.6M Sell
25,469
-3,047
-11% -$206K ﹤0.01% 1828
2022
Q1 		$1.25M Sell
28,516
-4,827
-14% -$369K ﹤0.01% 2367
2021
Q4 		$2.67M Sell
33,343
-214
-0.6% -$17.5K 0.01% 1537
2021
Q3 		$2.82M Buy
33,557
+3,774
+13% +$323K 0.01% 1445
2021
Q2 		$2.62M Buy
29,783
+4,127
+16% +$378K 0.01% 1489
2021
Q1 		$2.3M Buy
25,656
+5,815
+29% +$475K 0.01% 1494
2020
Q4 		$1.45M Buy
19,841
+7,751
+64% +$550K ﹤0.01% 1715
2020
Q3 		$827K Buy
12,090
+4,994
+70% +$367K ﹤0.01% 1993
2020
Q2 		$499K Buy
7,096
+4,339
+157% +$292K ﹤0.01% 2352
2020
Q1 		$160K Buy
+2,757
New +$187K ﹤0.01% 3080

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 $3.37T 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
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 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

Osaic Holdings's MMS Position: Q2 2026 in Review

Osaic Holdings increased its Maximus (MMS) stake by 27% in Q2 2026, buying an estimated $20.4K and bringing the position to 1,551 shares worth $83.4K. The position accounts for ﹤0.01% of the portfolio, ranked #5099.

Osaic Holdings first reported a position in MMS in Q1 2020 and has held it in 26 quarters since. The position peaked at $2.82M in Q3 2021. 349 funds tracked by Wall St. Rank hold MMS as of Q2 2026.

  • Osaic Holdings held 1,551 shares of Maximus worth $83.4K as of Q2 2026.
  • Osaic Holdings bought 328 Maximus shares in Q2 2026, an estimated $20.4K.
  • Maximus made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #5099 holding.
  • Osaic Holdings first reported a position in Maximus in Q1 2020 and has held it in 26 quarters since.
  • Osaic Holdings's Maximus position peaked at $2.82M in Q3 2021.
  • 349 funds tracked by Wall St. Rank held Maximus as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.