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Ritholtz Wealth Management’s Maximus MMS Stock Holding History

Ritholtz 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 		$566K Buy
10,519
+1,011
+11% +$63K 0.01% 814
2026
Q1 		$609K Buy
+9,508
New +$772K 0.01% 718

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

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

Ritholtz Wealth Management increased its Maximus (MMS) stake by 11% in Q2 2026, buying an estimated $63K and bringing the position to 10,519 shares worth $566K. The position accounts for 0.01% of the portfolio, ranked #814.

Ritholtz Wealth Management first reported a position in MMS in Q1 2026 and has held it in 2 quarters since. The position peaked at $609K in Q1 2026. 349 funds tracked by Wall St. Rank hold MMS as of Q2 2026.

  • Ritholtz Wealth Management held 10,519 shares of Maximus worth $566K as of Q2 2026.
  • Ritholtz Wealth Management bought 1,011 Maximus shares in Q2 2026, an estimated $63K.
  • Maximus made up 0.01% of Ritholtz Wealth Management's portfolio in Q2 2026, its #814 holding.
  • Ritholtz Wealth Management first reported a position in Maximus in Q1 2026 and has held it in 2 quarters since.
  • Ritholtz Wealth Management's Maximus position peaked at $609K in Q1 2026.
  • 349 funds tracked by Wall St. Rank held Maximus as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.