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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
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

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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 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

Smartleaf Asset Management's MMS Position: Q1 2026 in Review

Smartleaf Asset Management reduced its Maximus (MMS) stake by 81% in Q1 2026, selling an estimated $137K and leaving 409 shares worth $26.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1804.

Smartleaf Asset Management first reported a position in MMS in Q4 2023 and has held it in 10 quarters since. The position peaked at $183K in Q4 2025. 371 funds tracked by Wall St. Rank hold MMS as of Q1 2026.

  • Smartleaf Asset Management held 409 shares of Maximus worth $26.6K as of Q1 2026.
  • Smartleaf Asset Management sold 1,692 Maximus shares in Q1 2026, an estimated $137K.
  • Maximus made up ﹤0.01% of Smartleaf Asset Management's portfolio in Q1 2026, its #1804 holding.
  • Smartleaf Asset Management first reported a position in Maximus in Q4 2023 and has held it in 10 quarters since.
  • Smartleaf Asset Management's Maximus position peaked at $183K in Q4 2025.
  • 371 funds tracked by Wall St. Rank held Maximus as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.