Pathstone Holdings
MMS icon

Pathstone Holdings’s Maximus MMS Stock Holding History

Pathstone 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 		– Sell
-16,258
Closed -$1.04M – 2390
2026
Q1 		$1.04M Buy
16,258
+1,006
+7% +$81.7K ﹤0.01% 1386
2025
Q4 		$1.32M Sell
15,252
-1,212
-7% -$104K 0.01% 1261
2025
Q3 		$1.5M Buy
16,464
+2,124
+15% +$172K 0.01% 1181
2025
Q2 		$1.01M Sell
14,340
-4,054
-22% -$285K ﹤0.01% 1390
2025
Q1 		$1.25M Sell
18,394
-3,752
-17% -$267K 0.01% 1253
2024
Q4 		$1.65M Sell
22,146
-2,770
-11% -$226K 0.01% 1081
2024
Q3 		$2.32M Sell
24,916
-1,450
-5% -$130K 0.01% 894
2024
Q2 		$2.26M Sell
26,366
-2,100
-7% -$176K 0.01% 865
2024
Q1 		$2.39M Buy
28,466
+19,855
+231% +$1.63M 0.01% 830
2023
Q4 		$722K Buy
+8,611
New +$687K ﹤0.01% 1277

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

Pathstone Holdings's MMS Position: Q2 2026 in Review

Pathstone Holdings sold out of Maximus (MMS) in Q2 2026, closing a stake of 16,258 shares — an estimated $1.04M sold.

Pathstone Holdings first reported a position in MMS in Q4 2023 and held it in 10 quarters. The position peaked at $2.39M in Q1 2024. 349 funds tracked by Wall St. Rank hold MMS as of Q2 2026.

  • Pathstone Holdings reported no remaining Maximus position as of Q2 2026 after selling out during the quarter.
  • Pathstone Holdings sold 16,258 Maximus shares in Q2 2026, an estimated $1.04M.
  • Pathstone Holdings first reported a position in Maximus in Q4 2023 and held it in 10 quarters.
  • Pathstone Holdings's Maximus position peaked at $2.39M in Q1 2024.
  • 349 funds tracked by Wall St. Rank held Maximus as of Q2 2026.

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