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Rothschild Investment LLC’s Maximus MMS Stock Holding History

Rothschild Investment LLC’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 		$14.8K Buy
276
+134
+94% +$8.35K ﹤0.01% 1684
2026
Q1 		$9.1K Buy
142
+6
+4% +$487 ﹤0.01% 1733
2025
Q4 		$11.7K Sell
136
-75
-36% -$6.41K ﹤0.01% 1512
2025
Q3 		$19.3K Buy
211
+83
+65% +$6.72K ﹤0.01% 1237
2025
Q2 		$8.99K Buy
128
+60
+88% +$4.21K ﹤0.01% 1257
2025
Q1 		$4.64K Sell
68
-25
-27% -$1.78K ﹤0.01% 1472
2024
Q4 		$6.94K Buy
93
+5
+6% +$408 ﹤0.01% 1239
2024
Q3 		$8.2K Buy
88
+63
+252% +$5.63K ﹤0.01% 1166
2024
Q2 		$2.14K Buy
25
+20
+400% +$1.68K ﹤0.01% 1372
2024
Q1 		$420 Buy
+5
New +$411 ﹤0.01% 1425

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

Rothschild Investment LLC's MMS Position: Q2 2026 in Review

Rothschild Investment LLC increased its Maximus (MMS) stake by 94% in Q2 2026, buying an estimated $8.35K and bringing the position to 276 shares worth $14.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1684.

Rothschild Investment LLC first reported a position in MMS in Q1 2024 and has held it in 10 quarters since. The position peaked at $19.3K in Q3 2025. 352 funds tracked by Wall St. Rank hold MMS as of Q2 2026.

  • Rothschild Investment LLC held 276 shares of Maximus worth $14.8K as of Q2 2026.
  • Rothschild Investment LLC bought 134 Maximus shares in Q2 2026, an estimated $8.35K.
  • Maximus made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1684 holding.
  • Rothschild Investment LLC first reported a position in Maximus in Q1 2024 and has held it in 10 quarters since.
  • Rothschild Investment LLC's Maximus position peaked at $19.3K in Q3 2025.
  • 352 funds tracked by Wall St. Rank held Maximus as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.