Rockefeller Capital Management
MMS icon

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
Q2 		$77.2K Buy
1,436
+552
+62% +$34.4K ﹤0.01% 3125
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

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
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

Rockefeller Capital Management's MMS Position: Q2 2026 in Review

Rockefeller Capital Management increased its Maximus (MMS) stake by 62% in Q2 2026, buying an estimated $34.4K and bringing the position to 1,436 shares worth $77.2K. The position accounts for ﹤0.01% of the portfolio, ranked #3125.

Rockefeller Capital Management first reported a position in MMS in Q1 2019 and has held it in 13 quarters since. The position peaked at $175K in Q4 2022. 352 funds tracked by Wall St. Rank hold MMS as of Q2 2026.

  • Rockefeller Capital Management held 1,436 shares of Maximus worth $77.2K as of Q2 2026.
  • Rockefeller Capital Management bought 552 Maximus shares in Q2 2026, an estimated $34.4K.
  • Maximus made up ﹤0.01% of Rockefeller Capital Management's portfolio in Q2 2026, its #3125 holding.
  • Rockefeller Capital Management first reported a position in Maximus in Q1 2019 and has held it in 13 quarters since.
  • Rockefeller Capital Management's Maximus position peaked at $175K in Q4 2022.
  • 352 funds tracked by Wall St. Rank held Maximus as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.