Rockefeller Capital Management’s Maximus MMS Stock Holding History

Rockefeller Capital 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 Q1	$56.7K	Sell	884 -775	-47%	-$62.9K	﹤0.01%	3206
2025 Q4	$143K	Buy	1,659 +620	+60%	+$53K	﹤0.01%	2532
2025 Q3	$95K	Buy	+1,039	New	+$84.2K	﹤0.01%	2598
2023 Q1	–	Sell	-2,394	Closed	-$175K	–	3147
2022 Q4	$175K	Buy	2,394 +878	+58%	+$56.7K	﹤0.01%	1726
2022 Q3	$87K	Buy	1,516 +527	+53%	+$32.9K	﹤0.01%	2064
2022 Q2	$61K	Buy	989 +516	+109%	+$34.9K	﹤0.01%	2196
2022 Q1	$35K	Buy	+473	New	+$36.2K	﹤0.01%	2469
2021 Q4	–	Sell	-62	Closed	-$5K	–	3905
2021 Q3	$5K	Buy	+62	New	+$5.31K	﹤0.01%	3176
2020 Q4	–	Sell	-183	Closed	-$12K	–	2956
2020 Q3	$12K	Buy	183 +66	+56%	+$4.86K	﹤0.01%	1963
2020 Q2	$8K	Sell	117 -67	-36%	-$4.5K	﹤0.01%	1967
2020 Q1	$11K	Buy	+184	New	+$12.5K	﹤0.01%	1717
2019 Q2	–	Sell	-312	Closed	-$22K	–	1845
2019 Q1	$22K	Buy	+312	New	+$21.9K	﹤0.01%	1193

Other funds holding MMS

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

Rockefeller Capital Management's MMS Position: Q1 2026 in Review

Rockefeller Capital Management reduced its Maximus (MMS) stake by 47% in Q1 2026, selling an estimated $62.9K and leaving 884 shares worth $56.7K. The position accounts for ﹤0.01% of the portfolio, ranked #3206.

Rockefeller Capital Management first reported a position in MMS in Q1 2019 and has held it in 12 quarters since. The position peaked at $175K in Q4 2022. 371 funds tracked by Wall St. Rank hold MMS as of Q1 2026.

Rockefeller Capital Management held 884 shares of Maximus worth $56.7K as of Q1 2026.
Rockefeller Capital Management sold 775 Maximus shares in Q1 2026, an estimated $62.9K.
Maximus made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q1 2026, its #3206 holding.
Rockefeller Capital Management first reported a position in Maximus in Q1 2019 and has held it in 12 quarters since.
Rockefeller Capital Management's Maximus position peaked at $175K in Q4 2022.
371 funds tracked by Wall St. Rank held Maximus as of Q1 2026.

Based on Rockefeller Capital Management's 13F filing for Q1 2026, filed 14 May 2026.