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Rowlandmiller & Partners’s Maximus MMS Stock Holding History

Rowlandmiller & 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
2025
Q1 		– Sell
-25,366
Closed -$1.89M – 192
2024
Q4 		$1.89M Sell
25,366
-1,993
-7% -$163K 0.4% 59
2024
Q3 		$2.55M Sell
27,359
-1,284
-4% -$115K 0.52% 48
2024
Q2 		$2.45M Sell
28,643
-4,629
-14% -$389K 0.54% 48
2024
Q1 		$2.79M Sell
33,272
-3,899
-10% -$321K 0.59% 45
2023
Q4 		$3.12M Sell
37,171
-328
-0.9% -$26.2K 0.71% 41
2023
Q3 		$2.8M Sell
37,499
-219
-0.6% -$17.8K 0.69% 42
2023
Q2 		$3.19M Buy
37,718
+1
+0% +$82 0.75% 41
2023
Q1 		$2.97M Buy
37,717
+57
+0.2% +$4.39K 0.72% 41
2022
Q4 		$2.78M Buy
37,660
+1,126
+3% +$72.7K 0.69% 42
2022
Q3 		$2.11M Buy
36,534
+92
+0.3% +$5.74K 0.57% 47
2022
Q2 		$2.28M Buy
36,442
+1,621
+5% +$110K 0.58% 45
2022
Q1 		$2.61M Sell
34,821
-6,795
-16% -$520K 0.61% 48
2021
Q4 		$2.86M Buy
41,616
+13,586
+48% +$1.11M 0.64% 43
2021
Q3 		$1.97M Sell
28,030
-6,292
-18% -$539K 0.67% 43
2021
Q2 		$3.02M Buy
34,322
+1,981
+6% +$181K 0.74% 40
2021
Q1 		$2.88M Buy
32,341
+2,106
+7% +$172K 0.75% 41
2020
Q4 		$2.21M Buy
30,235
+2,405
+9% +$171K 0.63% 45
2020
Q3 		$1.62M Sell
27,830
-200
-0.7% -$14.7K 0.65% 45
2020
Q2 		$1.97M Buy
28,030
+200
+0.7% +$13.4K 0.67% 43
2020
Q1 		$1.62M Sell
27,830
-1,104
-4% -$75K 0.65% 45
2019
Q4 		$2.15M Buy
28,934
+1,134
+4% +$85.2K 0.67% 44
2019
Q3 		$2.14M Buy
27,800
+1,040
+4% +$79K 0.73% 44
2019
Q2 		$1.95M Buy
26,760
+540
+2% +$39.2K 0.68% 44
2019
Q1 		$1.86M Buy
26,220
+1,745
+7% +$122K 0.67% 44
2018
Q4 		$1.59M Buy
24,475
+3,355
+16% +$221K 0.65% 45
2018
Q3 		$1.37M Buy
+21,120
New +$1.37M 0.5% 53

Other funds holding MMS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Rowlandmiller & Partners's MMS Position: Q1 2025 in Review

Rowlandmiller & Partners sold out of Maximus (MMS) in Q1 2025, closing a stake of 25,366 shares — an estimated $1.89M sold.

Rowlandmiller & Partners first reported a position in MMS in Q3 2018 and held it in 26 quarters. The position peaked at $3.19M in Q2 2023. 355 funds tracked by Wall St. Rank hold MMS as of Q1 2025.

  • Rowlandmiller & Partners reported no remaining Maximus position as of Q1 2025 after selling out during the quarter.
  • Rowlandmiller & Partners sold 25,366 Maximus shares in Q1 2025, an estimated $1.89M.
  • Rowlandmiller & Partners first reported a position in Maximus in Q3 2018 and held it in 26 quarters.
  • Rowlandmiller & Partners's Maximus position peaked at $3.19M in Q2 2023.
  • 355 funds tracked by Wall St. Rank held Maximus as of Q1 2025.

Based on Rowlandmiller & Partners's 13F filing for Q1 2025, filed 15 Apr 2025.