PWA
MMS icon

Principia Wealth Advisory’s Maximus MMS Stock Holding History

Principia Wealth Advisory’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
-9
Closed -$577 – 1083
2026
Q1 		$577 Hold
9
– – ﹤0.01% 833
2025
Q4 		$777 Hold
9
– – ﹤0.01% 737
2025
Q3 		$822 Hold
9
– – ﹤0.01% 701
2025
Q2 		$632 Buy
+9
New +$632 ﹤0.01% 684

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 $3.38T AUM 44.17% 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 $4.11B AUM 38.38% 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

Principia Wealth Advisory's MMS Position: Q2 2026 in Review

Principia Wealth Advisory sold out of Maximus (MMS) in Q2 2026, closing a stake of 9 shares — an estimated $577 sold.

Principia Wealth Advisory first reported a position in MMS in Q2 2025 and held it in 4 quarters. The position peaked at $822 in Q3 2025. 352 funds tracked by Wall St. Rank hold MMS as of Q2 2026.

  • Principia Wealth Advisory reported no remaining Maximus position as of Q2 2026 after selling out during the quarter.
  • Principia Wealth Advisory sold 9 Maximus shares in Q2 2026, an estimated $577.
  • Principia Wealth Advisory first reported a position in Maximus in Q2 2025 and held it in 4 quarters.
  • Principia Wealth Advisory's Maximus position peaked at $822 in Q3 2025.
  • 352 funds tracked by Wall St. Rank held Maximus as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.