Ray Dalio
MMS icon

Ray Dalio’s Maximus MMS Stock Holding History

Ray Dalio’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
Q1 		$777K Sell
12,116
-43,209
-78% -$3.51M ﹤0.01% 826
2025
Q4 		$4.78M Buy
55,325
+43,848
+382% +$3.75M 0.02% 546
2025
Q3 		$1.05M Buy
11,477
+5,062
+79% +$410K ﹤0.01% 848
2025
Q2 		$450K Sell
6,415
-6,193
-49% -$435K ﹤0.01% 528
2025
Q1 		$860K Buy
+12,608
New +$898K ﹤0.01% 530
2024
Q4 		– Sell
-11,103
Closed -$1.03M – 781
2024
Q3 		$1.03M Buy
11,103
+6,469
+140% +$578K 0.01% 598
2024
Q2 		$397K Buy
+4,634
New +$389K ﹤0.01% 784

Other funds holding MMS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return

Ray Dalio's MMS Position: Q1 2026 in Review

Ray Dalio reduced its Maximus (MMS) stake by 78% in Q1 2026, selling an estimated $3.51M and leaving 12,116 shares worth $777K. The position accounts for ﹤0.01% of the portfolio, ranked #826.

Ray Dalio first reported a position in MMS in Q2 2024 and has held it in 7 quarters since. The position peaked at $4.78M in Q4 2025. 372 funds tracked by Wall St. Rank hold MMS as of Q1 2026.

  • Ray Dalio held 12,116 shares of Maximus worth $777K as of Q1 2026.
  • Ray Dalio sold 43,209 Maximus shares in Q1 2026, an estimated $3.51M.
  • Maximus made up ﹤0.01% of Ray Dalio's portfolio in Q1 2026, its #826 holding.
  • Ray Dalio first reported a position in Maximus in Q2 2024 and has held it in 7 quarters since.
  • Ray Dalio's Maximus position peaked at $4.78M in Q4 2025.
  • 372 funds tracked by Wall St. Rank held Maximus as of Q1 2026.

Based on Bridgewater Associates's 13F filing for Q1 2026, filed 15 May 2026.