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Rialto Wealth Management’s Maximus MMS Stock Holding History

Rialto Wealth Management’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 		$216 Sell
4
-16
-80% -$997 ﹤0.01% 1848
2026
Q1 		$1.28K Buy
20
+6
+43% +$487 ﹤0.01% 1019
2025
Q4 		$1.21K Buy
14
+2
+17% +$171 ﹤0.01% 929
2025
Q3 		$1.1K Buy
12
+1
+9% +$81 ﹤0.01% 897
2025
Q2 		$773 Buy
+11
New +$773 ﹤0.01% 953

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

Rialto Wealth Management's MMS Position: Q2 2026 in Review

Rialto Wealth Management reduced its Maximus (MMS) stake by 80% in Q2 2026, selling an estimated $997 and leaving 4 shares worth $216. The position accounts for ﹤0.01% of the portfolio, ranked #1848.

Rialto Wealth Management first reported a position in MMS in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.28K in Q1 2026. 352 funds tracked by Wall St. Rank hold MMS as of Q2 2026.

  • Rialto Wealth Management held 4 shares of Maximus worth $216 as of Q2 2026.
  • Rialto Wealth Management sold 16 Maximus shares in Q2 2026, an estimated $997.
  • Maximus made up ﹤0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #1848 holding.
  • Rialto Wealth Management first reported a position in Maximus in Q2 2025 and has held it in 5 quarters since.
  • Rialto Wealth Management's Maximus position peaked at $1.28K in Q1 2026.
  • 352 funds tracked by Wall St. Rank held Maximus as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.