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Pinnacle Wealth Planning Services’s Maximus MMS Stock Holding History

Pinnacle Wealth Planning Services’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
-451
Closed -$28.9K – 2805
2026
Q1 		$28.9K Sell
451
-17
-4% -$1.38K ﹤0.01% 1501
2025
Q4 		$40.4K Buy
+468
New +$40K ﹤0.01% 1352
2021
Q1 		– Sell
-597
Closed -$44K – 1313
2020
Q4 		$44K Buy
+597
New +$42.3K 0.01% 849

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

Pinnacle Wealth Planning Services's MMS Position: Q2 2026 in Review

Pinnacle Wealth Planning Services sold out of Maximus (MMS) in Q2 2026, closing a stake of 451 shares — an estimated $28.9K sold.

Pinnacle Wealth Planning Services first reported a position in MMS in Q4 2020 and held it in 3 quarters. The position peaked at $44K in Q4 2020. 352 funds tracked by Wall St. Rank hold MMS as of Q2 2026.

  • Pinnacle Wealth Planning Services reported no remaining Maximus position as of Q2 2026 after selling out during the quarter.
  • Pinnacle Wealth Planning Services sold 451 Maximus shares in Q2 2026, an estimated $28.9K.
  • Pinnacle Wealth Planning Services first reported a position in Maximus in Q4 2020 and held it in 3 quarters.
  • Pinnacle Wealth Planning Services's Maximus position peaked at $44K in Q4 2020.
  • 352 funds tracked by Wall St. Rank held Maximus as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.