Principal Financial Group’s Maximus MMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $14.5M | Buy |
226,399
+53,231
| +31% | +$4.32M | 0.01% | 1109 |
|
|
2025
Q4 | $14.9M | Buy |
173,168
+13,758
| +9% | +$1.18M | 0.01% | 1062 |
|
|
2025
Q3 | $14.6M | Sell |
159,410
-12,017
| -7% | -$974K | 0.01% | 1046 |
|
|
2025
Q2 | $12M | Buy |
171,427
+12,056
| +8% | +$847K | 0.01% | 1153 |
|
|
2025
Q1 | $10.9M | Sell |
159,371
-6,410
| -4% | -$457K | 0.01% | 1209 |
|
|
2024
Q4 | $12.4M | Buy |
165,781
+1,738
| +1% | +$142K | 0.01% | 1165 |
|
|
2024
Q3 | $15.3M | Sell |
164,043
-42,128
| -20% | -$3.77M | 0.01% | 1012 |
|
|
2024
Q2 | $17.7M | Sell |
206,171
-26,708
| -11% | -$2.24M | 0.01% | 941 |
|
|
2024
Q1 | $19.5M | Sell |
232,879
-12,472
| -5% | -$1.03M | 0.01% | 931 |
|
|
2023
Q4 | $20.6M | Buy |
245,351
+6,038
| +3% | +$482K | 0.01% | 851 |
|
|
2023
Q3 | $17.9M | Sell |
239,313
-307
| -0.1% | -$25K | 0.01% | 873 |
|
|
2023
Q2 | $20.3M | Sell |
239,620
-11,340
| -5% | -$933K | 0.01% | 838 |
|
|
2023
Q1 | $19.8M | Buy |
250,960
+455
| +0.2% | +$35K | 0.01% | 862 |
|
|
2022
Q4 | $18.4M | Buy |
250,505
+12,524
| +5% | +$808K | 0.01% | 876 |
|
|
2022
Q3 | $13.8M | Sell |
237,981
-6,652
| -3% | -$415K | 0.01% | 1001 |
|
|
2022
Q2 | $15.3M | Buy |
244,633
+13,837
| +6% | +$936K | 0.01% | 1016 |
|
|
2022
Q1 | $17.3M | Buy |
230,796
+15,597
| +7% | +$1.19M | 0.01% | 1017 |
|
|
2021
Q4 | $17.1M | Sell |
215,199
-5,383
| -2% | -$440K | 0.01% | 1057 |
|
|
2021
Q3 | $18.4M | Buy |
220,582
+1,916
| +0.9% | +$164K | 0.01% | 1024 |
|
|
2021
Q2 | $19.2M | Sell |
218,666
-1,470
| -0.7% | -$135K | 0.01% | 1006 |
|
|
2021
Q1 | $19.6M | Buy |
220,136
+25,373
| +13% | +$2.07M | 0.01% | 927 |
|
|
2020
Q4 | $14.3M | Buy |
194,763
+5,430
| +3% | +$385K | 0.01% | 1014 |
|
|
2020
Q3 | $13M | Sell |
189,333
-7,964
| -4% | -$586K | 0.01% | 912 |
|
|
2020
Q2 | $13.9M | Sell |
197,297
-4,594
| -2% | -$309K | 0.01% | 847 |
|
|
2020
Q1 | $11.8M | Sell |
201,891
-82,192
| -29% | -$5.58M | 0.01% | 813 |
|
|
2019
Q4 | $21.1M | Sell |
284,083
-1,406
| -0.5% | -$106K | 0.02% | 761 |
|
|
2019
Q3 | $22.1M | Sell |
285,489
-3,292
| -1% | -$250K | 0.02% | 689 |
|
|
2019
Q2 | $20.9M | Sell |
288,781
-497
| -0.2% | -$36.1K | 0.02% | 733 |
|
|
2019
Q1 | $20.5M | Buy |
289,278
+2,250
| +0.8% | +$158K | 0.02% | 757 |
|
|
2018
Q4 | $18.7M | Sell |
287,028
-8,163
| -3% | -$537K | 0.02% | 748 |
|
|
2018
Q3 | $19.2M | Buy |
295,191
+2,067
| +0.7% | +$134K | 0.02% | 885 |
|
|
2018
Q2 | $18.2M | Buy |
293,124
+4,657
| +2% | +$302K | 0.02% | 879 |
|
|
2018
Q1 | $19.3M | Buy |
288,467
+6,866
| +2% | +$467K | 0.02% | 810 |
|
|
2017
Q4 | $20.2M | Buy |
281,601
+1,061
| +0.4% | +$71.5K | 0.02% | 815 |
|
|
2017
Q3 | $18.1M | Buy |
280,540
+2,188
| +0.8% | +$134K | 0.02% | 851 |
|
|
2017
Q2 | $17.4M | Buy |
278,352
+10,418
| +4% | +$647K | 0.02% | 855 |
|
|
2017
Q1 | $16.7M | Buy |
267,934
+11,829
| +5% | +$695K | 0.02% | 846 |
|
|
2016
Q4 | $14.3M | Buy |
256,105
+3,883
| +2% | +$211K | 0.02% | 931 |
|
|
2016
Q3 | $14.3M | Buy |
252,222
+10,041
| +4% | +$584K | 0.02% | 879 |
|
|
2016
Q2 | $13.4M | Buy |
242,181
+28,438
| +13% | +$1.53M | 0.02% | 852 |
|
|
2016
Q1 | $11.3M | Buy |
213,743
+7,962
| +4% | +$406K | 0.02% | 920 |
|
|
2015
Q4 | $11.6M | Sell |
205,781
-490
| -0.2% | -$29.5K | 0.02% | 859 |
|
|
2015
Q3 | $12.3M | Buy |
206,271
+8,572
| +4% | +$545K | 0.02% | 796 |
|
|
2015
Q2 | $13M | Buy |
197,699
+6,943
| +4% | +$454K | 0.02% | 818 |
|
|
2015
Q1 | $12.7M | Sell |
190,756
-220,555
| -54% | -$13.1M | 0.02% | 806 |
|
|
2014
Q4 | $22.6M | Sell |
411,311
-6,115
| -1% | -$297K | 0.04% | 485 |
|
|
2014
Q3 | $16.8M | Sell |
417,426
-9,053
| -2% | -$375K | 0.03% | 595 |
|
|
2014
Q2 | $18.3M | Sell |
426,479
-6,955
| -2% | -$299K | 0.03% | 567 |
|
|
2014
Q1 | $19.4M | Buy |
433,434
+11,163
| +3% | +$505K | 0.03% | 515 |
|
|
2013
Q4 | $18.6M | Buy |
422,271
+26,457
| +7% | +$1.22M | 0.03% | 539 |
|
|
2013
Q3 | $17.8M | Sell |
395,814
-52,100
| -12% | -$2.02M | 0.04% | 502 |
|
|
2013
Q2 | $16.7M | Buy |
+447,914
| New | +$17.1M | 0.04% | 503 |
|
Other funds holding MMS
VPM
VCM
VBA