Shell Asset Management’s Maximus MMS Stock Holding History

Shell Asset Management’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 Q3	$60K	Sell	657 -1,166	-64%	-$94.5K	0.01%	811
2025 Q2	$128K	Sell	1,823 -200	-10%	-$14K	﹤0.01%	928
2025 Q1	$138K	Sell	2,023 -87	-4%	-$6.2K	0.01%	925
2024 Q4	$158K	Sell	2,110 -10	-0.5%	-$816	0.01%	913
2024 Q3	$197K	Buy	+2,120	New	+$189K	0.01%	837
2024 Q1	$192K	Sell	2,243 -231	-9%	-$19K	0.01%	837
2023 Q4	$207K	Sell	2,474 -744	-23%	-$59.4K	0.01%	843
2023 Q3	$240K	Sell	3,218 -50	-2%	-$4.07K	0.01%	845
2023 Q2	$276K	Sell	3,268 -19	-0.6%	-$1.56K	0.01%	815
2023 Q1	$259K	Sell	3,287 -12	-0.4%	-$924	0.01%	845
2022 Q4	$242K	Sell	3,299 -670	-17%	-$43.2K	0.01%	872
2022 Q3	$230K	Sell	3,969 -1,041	-21%	-$64.9K	0.01%	948
2022 Q2	$313K	Buy	5,010 +7	+0.1%	+$473	0.01%	959
2022 Q1	$375K	Sell	5,003 -741	-13%	-$56.7K	0.01%	947
2021 Q4	$458K	Buy	5,744 +21	+0.4%	+$1.72K	0.01%	934
2021 Q3	$476K	Sell	5,723 -240	-4%	-$20.6K	0.01%	889
2021 Q2	$525K	Buy	5,963 +320	+6%	+$29.3K	0.01%	889
2021 Q1	$502K	Sell	5,643 -30	-0.5%	-$2.45K	0.01%	848
2020 Q4	$415K	Sell	5,673 -1,871	-25%	-$133K	0.01%	882
2020 Q3	$516K	Hold	7,544	–	–	0.01%	662
2020 Q2	$531K	Sell	7,544 -106	-1%	-$7.13K	0.01%	631
2020 Q1	$445K	Sell	7,650 -116	-1%	-$7.88K	0.01%	713
2019 Q4	$578K	Sell	7,766 -154	-2%	-$11.6K	0.01%	818
2019 Q3	$612K	Sell	7,920 -68	-0.9%	-$5.16K	0.01%	790
2019 Q2	$579K	Sell	7,988 -182	-2%	-$13.2K	0.01%	848
2019 Q1	$580K	Buy	+8,170	New	+$573K	0.01%	842
2018 Q3	–	Sell	-8,083	Closed	-$502K	–	1172
2018 Q2	$502K	Sell	8,083 -436	-5%	-$28.3K	0.01%	932
2018 Q1	$569K	Hold	8,519	–	–	0.01%	879
2017 Q4	$610K	Hold	8,519	–	–	0.01%	847
2017 Q3	$549K	Sell	8,519 -200	-2%	-$12.3K	0.01%	835
2017 Q2	$546K	Hold	8,719	–	–	0.01%	877
2017 Q1	$542K	Buy	+8,719	New	+$513K	0.01%	876
2016 Q4	–	Sell	-9,048	Closed	-$512K	–	1085
2016 Q3	$512K	Hold	9,048	–	–	0.01%	858
2016 Q2	$501K	Hold	9,048	–	–	0.01%	731
2016 Q1	$476K	Sell	9,048 -4,486	-33%	-$229K	0.01%	697
2015 Q4	$761K	Sell	13,534 -62,709	-82%	-$3.78M	0.02%	606
2015 Q3	$3.06M	Buy	76,243 +10,937	+17%	+$695K	0.05%	333
2015 Q2	$4.29M	Sell	65,306 -3,300	-5%	-$216K	0.09%	238
2015 Q1	$4.58M	Sell	68,606 -1,752	-2%	-$104K	0.08%	247
2014 Q4	$3.86M	Sell	70,358 -5,885	-8%	-$286K	0.06%	289
2014 Q3	$3.06M	Buy	76,243 +5,991	+9%	+$248K	0.05%	345
2014 Q2	$3.02M	Buy	70,252 +2,687	+4%	+$116K	0.05%	348
2014 Q1	$3.03M	Sell	67,565 -179	-0.3%	-$8.09K	0.05%	339
2013 Q4	$2.98M	Buy	67,744 +8,332	+14%	+$384K	0.05%	349
2013 Q3	$2.68M	Sell	59,412 -5,310	-8%	-$205K	0.05%	387
2013 Q2	$2.41M	Buy	+64,722	New	+$2.47M	0.05%	409

Other funds holding MMS

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Shell Asset Management's MMS Position: Q3 2025 in Review

Shell Asset Management reduced its Maximus (MMS) stake by 64% in Q3 2025, selling an estimated $94.5K and leaving 657 shares worth $60K. The position accounts for 0.01% of the portfolio, ranked #811.

Shell Asset Management first reported a position in MMS in Q2 2013 and has held it in 46 quarters since. The position peaked at $4.58M in Q1 2015. 384 funds tracked by Wall St. Rank hold MMS as of Q3 2025.

Shell Asset Management held 657 shares of Maximus worth $60K as of Q3 2025.
Shell Asset Management sold 1,166 Maximus shares in Q3 2025, an estimated $94.5K.
Maximus made up 0.01% of Shell Asset Management's portfolio in Q3 2025, its #811 holding.
Shell Asset Management first reported a position in Maximus in Q2 2013 and has held it in 46 quarters since.
Shell Asset Management's Maximus position peaked at $4.58M in Q1 2015.
384 funds tracked by Wall St. Rank held Maximus as of Q3 2025.

Based on Shell Asset Management's 13F filing for Q3 2025, filed 7 Nov 2025.