PWMG
MMS icon

Private Wealth Management Group’s Maximus MMS Stock Holding History

Private Wealth Management Group’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
-80
Closed -$5.13K – 1493
2026
Q1 		$5.13K Sell
80
-23
-22% -$1.87K ﹤0.01% 759
2025
Q4 		$8.89K Hold
103
– – ﹤0.01% 545
2025
Q3 		$9.41K Hold
103
– – ﹤0.01% 532
2025
Q2 		$7.23K Hold
103
– – ﹤0.01% 608
2025
Q1 		$7.02K Buy
+103
New +$7.34K ﹤0.01% 593
2024
Q4 		– Sell
-25
Closed -$2.33K – 1546
2024
Q3 		$2.33K Hold
25
– – ﹤0.01% 1004
2024
Q2 		$2.14K Buy
+25
New +$2.1K ﹤0.01% 1020
2024
Q1 		– Sell
-21
Closed -$1.76K – 1556
2023
Q4 		$1.76K Buy
+21
New +$1.68K ﹤0.01% 1036

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

Private Wealth Management Group's MMS Position: Q2 2026 in Review

Private Wealth Management Group sold out of Maximus (MMS) in Q2 2026, closing a stake of 80 shares — an estimated $5.13K sold.

Private Wealth Management Group first reported a position in MMS in Q4 2023 and held it in 8 quarters. The position peaked at $9.41K in Q3 2025. 349 funds tracked by Wall St. Rank hold MMS as of Q2 2026.

  • Private Wealth Management Group reported no remaining Maximus position as of Q2 2026 after selling out during the quarter.
  • Private Wealth Management Group sold 80 Maximus shares in Q2 2026, an estimated $5.13K.
  • Private Wealth Management Group first reported a position in Maximus in Q4 2023 and held it in 8 quarters.
  • Private Wealth Management Group's Maximus position peaked at $9.41K in Q3 2025.
  • 349 funds tracked by Wall St. Rank held Maximus as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.