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 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

Fidelity Investments

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors

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

Fuller & Thaler Asset Management

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

Mackenzie Financial

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

Geode Capital Management

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

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