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MMS icon

&Partners’s Maximus MMS Stock Holding History

&Partners’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 		$312K Buy
4,861
+475
+11% +$38.6K ﹤0.01% 1970
2025
Q4 		$379K Sell
4,386
-2,494
-36% -$213K ﹤0.01% 1775
2025
Q3 		$628K Buy
6,880
+191
+3% +$15.5K ﹤0.01% 1319
2025
Q2 		$469K Buy
+6,689
New +$470K ﹤0.01% 1393

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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
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
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
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 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

&Partners's MMS Position: Q1 2026 in Review

&Partners increased its Maximus (MMS) stake by 11% in Q1 2026, buying an estimated $38.6K and bringing the position to 4,861 shares worth $312K. The position accounts for ﹤0.01% of the portfolio, ranked #1970.

&Partners first reported a position in MMS in Q2 2025 and has held it in 4 quarters since. The position peaked at $628K in Q3 2025. 371 funds tracked by Wall St. Rank hold MMS as of Q1 2026.

  • &Partners held 4,861 shares of Maximus worth $312K as of Q1 2026.
  • &Partners bought 475 Maximus shares in Q1 2026, an estimated $38.6K.
  • Maximus made up ﹤0.01% of &Partners's portfolio in Q1 2026, its #1970 holding.
  • &Partners first reported a position in Maximus in Q2 2025 and has held it in 4 quarters since.
  • &Partners's Maximus position peaked at $628K in Q3 2025.
  • 371 funds tracked by Wall St. Rank held Maximus as of Q1 2026.

Based on &Partners's 13F filing for Q1 2026, filed 15 May 2026.