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Spire Wealth Management’s Maximus MMS Stock Holding History

Spire 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
Q2 		– Sell
-69
Closed -$4.42K – 2320
2026
Q1 		$4.42K Sell
69
-8
-10% -$649 ﹤0.01% 1869
2025
Q4 		$6.67K Buy
77
+8
+12% +$684 ﹤0.01% 1845
2025
Q3 		$6.3K Buy
69
+1
+1% +$81 ﹤0.01% 1902
2025
Q2 		$4.77K Hold
68
– – ﹤0.01% 1963
2025
Q1 		$4.64K Sell
68
-6
-8% -$427 ﹤0.01% 2078
2024
Q4 		$5.52K Sell
74
-192
-72% -$15.7K ﹤0.01% 2015
2024
Q3 		$24.8K Hold
266
– – ﹤0.01% 1370
2024
Q2 		$22.8K Sell
266
-21
-7% -$1.76K ﹤0.01% 1400
2024
Q1 		$24.1K Buy
287
+21
+8% +$1.73K ﹤0.01% 1448
2023
Q4 		$21.8K Hold
266
– – ﹤0.01% 1505
2023
Q3 		$19.9K Sell
266
-3
-1% -$244 ﹤0.01% 1504
2023
Q2 		$22.8K Buy
269
+3
+1% +$247 ﹤0.01% 1546
2023
Q1 		$21K Sell
266
-25
-9% -$1.93K ﹤0.01% 1599
2022
Q4 		$21K Buy
291
+25
+9% +$1.61K ﹤0.01% 1354
2022
Q3 		$15K Hold
266
– – ﹤0.01% 1444
2022
Q2 		$17K Hold
266
– – ﹤0.01% 1733
2022
Q1 		$20K Buy
266
+200
+303% +$15.3K ﹤0.01% 1814
2021
Q4 		$5K Sell
66
-4
-6% -$327 ﹤0.01% 2567
2021
Q3 		$6K Buy
70
+4
+6% +$343 ﹤0.01% 2243
2021
Q2 		$6K Sell
66
-4
-6% -$366 ﹤0.01% 2279
2021
Q1 		$6K Buy
+70
New +$5.72K ﹤0.01% 2578

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

Spire Wealth Management's MMS Position: Q2 2026 in Review

Spire Wealth Management sold out of Maximus (MMS) in Q2 2026, closing a stake of 69 shares — an estimated $4.42K sold.

Spire Wealth Management first reported a position in MMS in Q1 2021 and held it in 21 quarters. The position peaked at $24.8K in Q3 2024. 349 funds tracked by Wall St. Rank hold MMS as of Q2 2026.

  • Spire Wealth Management reported no remaining Maximus position as of Q2 2026 after selling out during the quarter.
  • Spire Wealth Management sold 69 Maximus shares in Q2 2026, an estimated $4.42K.
  • Spire Wealth Management first reported a position in Maximus in Q1 2021 and held it in 21 quarters.
  • Spire Wealth Management's Maximus position peaked at $24.8K in Q3 2024.
  • 349 funds tracked by Wall St. Rank held Maximus as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.