Physician Wealth Advisors
MMS icon

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
Q3 		– Sell
-10
Closed -$538 – 2552
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

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Reinhart Partners
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Ranmore Fund Management
Ranmore Fund Management Cobham, United Kingdom $901M AUM 11.24% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Van Berkom & Associates
Van Berkom & Associates Montreal, Quebec, Canada $2.81B AUM 6.02% 1-Year Est. Return

Physician Wealth Advisors's MMS Position: Q3 2026 in Review

Physician Wealth Advisors sold out of Maximus (MMS) in Q3 2026, closing a stake of 10 shares — an estimated $538 sold.

Physician Wealth Advisors first reported a position in MMS in Q4 2024 and held it in 6 quarters. The position peaked at $2.01K in Q3 2025. 146 funds tracked by Wall St. Rank hold MMS as of Q3 2026.

  • Physician Wealth Advisors reported no remaining Maximus position as of Q3 2026 after selling out during the quarter.
  • Physician Wealth Advisors sold 10 Maximus shares in Q3 2026, an estimated $538.
  • Physician Wealth Advisors first reported a position in Maximus in Q4 2024 and held it in 6 quarters.
  • Physician Wealth Advisors's Maximus position peaked at $2.01K in Q3 2025.
  • 146 funds tracked by Wall St. Rank held Maximus as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.