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Rise Advisors’s Maximus MMS Stock Holding History

Rise Advisors’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
2025
Q4 		– Sell
-255
Closed -$23.3K – 922
2025
Q3 		$23.3K Buy
255
+1
+0.4% +$81 0.01% 496
2025
Q2 		$17.9K Buy
254
+1
+0.4% +$70 0.01% 604
2025
Q1 		$17.3K Sell
253
-39
-13% -$2.78K 0.01% 598
2024
Q4 		$21.8K Sell
292
-19
-6% -$1.55K 0.01% 604
2024
Q3 		$29K Buy
311
+1
+0.3% +$89 0.01% 433
2024
Q2 		$26.6K Buy
310
+1
+0.3% +$84 0.01% 436
2024
Q1 		$26K Buy
309
+289
+1,445% +$23.8K 0.01% 468
2023
Q4 		$1.7K Hold
20
– – ﹤0.01% 477
2023
Q3 		$1.51K Hold
20
– – ﹤0.01% 496
2023
Q2 		$1.7K Hold
20
– – ﹤0.01% 534
2023
Q1 		$1.58K Hold
20
– – ﹤0.01% 597
2022
Q4 		$1.47K Buy
+20
New +$1.29K ﹤0.01% 608

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 Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Rise Advisors's MMS Position: Q4 2025 in Review

Rise Advisors sold out of Maximus (MMS) in Q4 2025, closing a stake of 255 shares — an estimated $23.3K sold.

Rise Advisors first reported a position in MMS in Q4 2022 and held it in 12 quarters. The position peaked at $29K in Q3 2024. 386 funds tracked by Wall St. Rank hold MMS as of Q4 2025.

  • Rise Advisors reported no remaining Maximus position as of Q4 2025 after selling out during the quarter.
  • Rise Advisors sold 255 Maximus shares in Q4 2025, an estimated $23.3K.
  • Rise Advisors first reported a position in Maximus in Q4 2022 and held it in 12 quarters.
  • Rise Advisors's Maximus position peaked at $29K in Q3 2024.
  • 386 funds tracked by Wall St. Rank held Maximus as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.