Stephens Consulting’s Maximus MMS Stock Holding History

Stephens Consulting’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 Q2	–	Sell	-10	Closed	-$682	–	1669
2025 Q1	$682	Buy	+10	New	+$712	﹤0.01%	838

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Stephens Consulting's MMS Position: Q2 2025 in Review

Stephens Consulting sold out of Maximus (MMS) in Q2 2025, closing a stake of 10 shares — an estimated $682 sold.

Stephens Consulting first reported a position in MMS in Q1 2025 and held it in 1 quarter. The position peaked at $682 in Q1 2025. 378 funds tracked by Wall St. Rank hold MMS as of Q2 2025.

Stephens Consulting reported no remaining Maximus position as of Q2 2025 after selling out during the quarter.
Stephens Consulting sold 10 Maximus shares in Q2 2025, an estimated $682.
Stephens Consulting first reported a position in Maximus in Q1 2025 and held it in 1 quarter.
Stephens Consulting's Maximus position peaked at $682 in Q1 2025.
378 funds tracked by Wall St. Rank held Maximus as of Q2 2025.

Based on Stephens Consulting's 13F filing for Q2 2025, filed 25 Jul 2025.