Pallas Capital Advisors’s Maximus MMS Stock Holding History

Pallas Capital Advisors’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	–	Sell	-4,631	Closed	-$400K	–	938
2025 Q4	$400K	Sell	4,631 -581	-11%	-$49.7K	0.01%	600
2025 Q3	$476K	Buy	5,212 +2,204	+73%	+$179K	0.02%	532
2025 Q2	$211K	Buy	+3,008	New	+$211K	0.01%	758

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 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

Pallas Capital Advisors's MMS Position: Q1 2026 in Review

Pallas Capital Advisors sold out of Maximus (MMS) in Q1 2026, closing a stake of 4,631 shares — an estimated $400K sold.

Pallas Capital Advisors first reported a position in MMS in Q2 2025 and held it in 3 quarters. The position peaked at $476K in Q3 2025. 372 funds tracked by Wall St. Rank hold MMS as of Q1 2026.

Pallas Capital Advisors reported no remaining Maximus position as of Q1 2026 after selling out during the quarter.
Pallas Capital Advisors sold 4,631 Maximus shares in Q1 2026, an estimated $400K.
Pallas Capital Advisors first reported a position in Maximus in Q2 2025 and held it in 3 quarters.
Pallas Capital Advisors's Maximus position peaked at $476K in Q3 2025.
372 funds tracked by Wall St. Rank held Maximus as of Q1 2026.

Based on Pallas Capital Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.