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
Q2 		$5.29M Buy
98,469
+86,353
+713% +$5.38M 0.02% 473
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

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
Reinhart Partners
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
Van Berkom & Associates
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return

Ray Dalio's MMS Position: Q2 2026 in Review

Ray Dalio increased its Maximus (MMS) stake by 713% in Q2 2026, buying an estimated $5.38M and bringing the position to 98,469 shares worth $5.29M. The position accounts for 0.02% of the portfolio, ranked #473.

Ray Dalio first reported a position in MMS in Q2 2024 and has held it in 8 quarters since. 352 funds tracked by Wall St. Rank hold MMS as of Q2 2026.

  • Ray Dalio held 98,469 shares of Maximus worth $5.29M as of Q2 2026.
  • Ray Dalio bought 86,353 Maximus shares in Q2 2026, an estimated $5.38M.
  • Maximus made up 0.02% of Ray Dalio's portfolio in Q2 2026, its #473 holding.
  • Ray Dalio first reported a position in Maximus in Q2 2024 and has held it in 8 quarters since.
  • 352 funds tracked by Wall St. Rank held Maximus as of Q2 2026.

Based on Bridgewater Associates's 13F filing for Q2 2026, filed 14 Aug 2026.