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Smartleaf Asset Management’s Maximus MMS Stock Holding History

Smartleaf 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
2026
Q2 		$22.3K Hold
409
– – ﹤0.01% 1947
2026
Q1 		$26.6K Sell
409
-1,692
-81% -$137K ﹤0.01% 1804
2025
Q4 		$183K Buy
2,101
+1,863
+783% +$159K 0.01% 846
2025
Q3 		$21.3K Buy
238
+168
+240% +$13.6K ﹤0.01% 1794
2025
Q2 		$4.9K Sell
70
-2
-3% -$140 ﹤0.01% 2063
2025
Q1 		$4.91K Sell
72
-77
-52% -$5.49K ﹤0.01% 2194
2024
Q4 		$11.1K Buy
149
+66
+80% +$5.38K ﹤0.01% 1950
2024
Q3 		$7.69K Buy
83
+38
+84% +$3.4K ﹤0.01% 1911
2024
Q2 		$3.94K Buy
45
+35
+350% +$2.94K ﹤0.01% 1916
2024
Q1 		$834 Hold
10
– – ﹤0.01% 1650
2023
Q4 		$0 Buy
+10
New +$798 ﹤0.01% 1195

Other funds holding MMS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 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

Smartleaf Asset Management's MMS Position: Q2 2026 in Review

Smartleaf Asset Management held its Maximus (MMS) position steady in Q2 2026 at 409 shares worth $22.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1947.

Smartleaf Asset Management first reported a position in MMS in Q4 2023 and has held it in 11 quarters since. The position peaked at $183K in Q4 2025. 352 funds tracked by Wall St. Rank hold MMS as of Q2 2026.

  • Smartleaf Asset Management held 409 shares of Maximus worth $22.3K as of Q2 2026.
  • Smartleaf Asset Management left its Maximus share count unchanged in Q2 2026.
  • Maximus made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q2 2026, its #1947 holding.
  • Smartleaf Asset Management first reported a position in Maximus in Q4 2023 and has held it in 11 quarters since.
  • Smartleaf Asset Management's Maximus position peaked at $183K in Q4 2025.
  • 352 funds tracked by Wall St. Rank held Maximus as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.