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Root Financial Partners’s Maximus MMS Stock Holding History

Root Financial Partners’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 		– Sell
-199
Closed -$12.8K – 2089
2026
Q1 		$12.8K Sell
199
-40
-17% -$3.25K ﹤0.01% 1568
2025
Q4 		$20.6K Buy
239
+40
+20% +$3.42K ﹤0.01% 1175
2025
Q3 		$18.2K Buy
+199
New +$16.1K ﹤0.01% 1163

Other funds holding MMS

RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $9.33B AUM 56.1% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
CCG
Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
WSFS
Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return

Root Financial Partners's MMS Position: Q2 2026 in Review

Root Financial Partners sold out of Maximus (MMS) in Q2 2026, closing a stake of 199 shares — an estimated $12.8K sold.

Root Financial Partners first reported a position in MMS in Q3 2025 and held it in 3 quarters. The position peaked at $20.6K in Q4 2025. 70 funds tracked by Wall St. Rank hold MMS as of Q2 2026.

  • Root Financial Partners reported no remaining Maximus position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 199 Maximus shares in Q2 2026, an estimated $12.8K.
  • Root Financial Partners first reported a position in Maximus in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Maximus position peaked at $20.6K in Q4 2025.
  • 70 funds tracked by Wall St. Rank held Maximus as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.