SHP Wealth Management’s Maximus MMS Stock Holding History

SHP Wealth 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
2026 Q1	–	Sell	-4	Closed	-$345	–	1880
2025 Q4	$345	Buy	+4	New	+$342	﹤0.01%	1408

Other funds holding MMS

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 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 $3.1B AUM 12.88% 1-Year Est. Return

SHP Wealth Management's MMS Position: Q1 2026 in Review

SHP Wealth Management sold out of Maximus (MMS) in Q1 2026, closing a stake of 4 shares — an estimated $345 sold.

SHP Wealth Management first reported a position in MMS in Q4 2025 and held it in 1 quarter. The position peaked at $345 in Q4 2025. 372 funds tracked by Wall St. Rank hold MMS as of Q1 2026.

SHP Wealth Management reported no remaining Maximus position as of Q1 2026 after selling out during the quarter.
SHP Wealth Management sold 4 Maximus shares in Q1 2026, an estimated $345.
SHP Wealth Management first reported a position in Maximus in Q4 2025 and held it in 1 quarter.
SHP Wealth Management's Maximus position peaked at $345 in Q4 2025.
372 funds tracked by Wall St. Rank held Maximus as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.