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Parkworth Wealth Management’s Maximus MMS Stock Holding History

Parkworth Wealth Management’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
2025
Q2 		$140 Hold
2
– – ﹤0.01% 1047
2025
Q1 		$136 Hold
2
– – ﹤0.01% 851
2024
Q4 		$149 Buy
+2
New +$163 ﹤0.01% 861

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Parkworth Wealth Management's MMS Position: Q2 2025 in Review

Parkworth Wealth Management held its Maximus (MMS) position steady in Q2 2025 at 2 shares worth $140. The position accounts for ﹤0.01% of the portfolio, ranked #1047.

Parkworth Wealth Management first reported a position in MMS in Q4 2024 and has held it in 3 quarters since. The position peaked at $149 in Q4 2024. 378 funds tracked by Wall St. Rank hold MMS as of Q2 2025.

  • Parkworth Wealth Management held 2 shares of Maximus worth $140 as of Q2 2025.
  • Parkworth Wealth Management left its Maximus share count unchanged in Q2 2025.
  • Maximus made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #1047 holding.
  • Parkworth Wealth Management first reported a position in Maximus in Q4 2024 and has held it in 3 quarters since.
  • Parkworth Wealth Management's Maximus position peaked at $149 in Q4 2024.
  • 378 funds tracked by Wall St. Rank held Maximus as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.