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Savant Capital’s Maximus MMS Stock Holding History

Savant Capital’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 		– Sell
-2,861
Closed -$247K – 1549
2025
Q4 		$247K Sell
2,861
-28
-1% -$2.39K ﹤0.01% 1172
2025
Q3 		$264K Buy
+2,889
New +$234K ﹤0.01% 1100
2024
Q4 		– Sell
-3,015
Closed -$281K – 1475
2024
Q3 		$281K Buy
3,015
+40
+1% +$3.58K ﹤0.01% 1117
2024
Q2 		$255K Buy
+2,975
New +$250K ﹤0.01% 1042

Other funds holding MMS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 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

Savant Capital's MMS Position: Q1 2026 in Review

Savant Capital sold out of Maximus (MMS) in Q1 2026, closing a stake of 2,861 shares — an estimated $247K sold.

Savant Capital first reported a position in MMS in Q2 2024 and held it in 4 quarters. The position peaked at $281K in Q3 2024. 375 funds tracked by Wall St. Rank hold MMS as of Q1 2026.

  • Savant Capital reported no remaining Maximus position as of Q1 2026 after selling out during the quarter.
  • Savant Capital sold 2,861 Maximus shares in Q1 2026, an estimated $247K.
  • Savant Capital first reported a position in Maximus in Q2 2024 and held it in 4 quarters.
  • Savant Capital's Maximus position peaked at $281K in Q3 2024.
  • 375 funds tracked by Wall St. Rank held Maximus as of Q1 2026.

Based on Savant Capital's 13F filing for Q1 2026, filed 4 May 2026.