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Physician Wealth Advisors’s Maximus MMS Stock Holding History

Physician Wealth 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
Q2 		$538 Sell
10
-1
-9% -$62 ﹤0.01% 2087
2026
Q1 		$706 Sell
11
-11
-50% -$893 ﹤0.01% 1810
2025
Q4 		$1.9K Hold
22
– – ﹤0.01% 1308
2025
Q3 		$2.01K Buy
22
+11
+100% +$891 ﹤0.01% 1222
2025
Q2 		$773 Buy
+11
New +$773 ﹤0.01% 1569
2025
Q1 		– Sell
-9
Closed -$672 – 1492
2024
Q4 		$672 Buy
+9
New +$734 ﹤0.01% 1058

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

Physician Wealth Advisors's MMS Position: Q2 2026 in Review

Physician Wealth Advisors reduced its Maximus (MMS) stake by 9.1% in Q2 2026, selling an estimated $62 and leaving 10 shares worth $538. The position accounts for ﹤0.01% of the portfolio, ranked #2087.

Physician Wealth Advisors first reported a position in MMS in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.01K in Q3 2025. 352 funds tracked by Wall St. Rank hold MMS as of Q2 2026.

  • Physician Wealth Advisors held 10 shares of Maximus worth $538 as of Q2 2026.
  • Physician Wealth Advisors sold 1 Maximus share in Q2 2026, an estimated $62.
  • Maximus made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #2087 holding.
  • Physician Wealth Advisors first reported a position in Maximus in Q4 2024 and has held it in 6 quarters since.
  • Physician Wealth Advisors's Maximus position peaked at $2.01K in Q3 2025.
  • 352 funds tracked by Wall St. Rank held Maximus as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.