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Steve Schonfeld’s Maximus MMS Stock Holding History

Steve Schonfeld’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
-4,461
Closed -$304K – 2350
2025
Q1 		$304K Sell
4,461
-1,019
-19% -$72.6K ﹤0.01% 1779
2024
Q4 		$409K Sell
5,480
-23,741
-81% -$1.94M ﹤0.01% 1488
2024
Q3 		$2.72M Buy
29,221
+5,241
+22% +$468K 0.02% 761
2024
Q2 		$2.06M Sell
23,980
-4,672
-16% -$393K 0.01% 892
2024
Q1 		$2.4M Buy
+28,652
New +$2.36M 0.02% 920
2023
Q4 		– Sell
-2,726
Closed -$204K – 2082
2023
Q3 		$204K Sell
2,726
-5,740
-68% -$467K ﹤0.01% 1411
2023
Q2 		$715K Buy
+8,466
New +$696K 0.01% 1096
2023
Q1 		– Sell
-69,369
Closed -$5.09M – 2421
2022
Q4 		$5.09M Buy
69,369
+60,012
+641% +$3.87M 0.04% 476
2022
Q3 		$542K Buy
+9,357
New +$583K ﹤0.01% 1693
2021
Q3 		– Sell
-2,926
Closed -$257K – 2347
2021
Q2 		$257K Sell
2,926
-27,074
-90% -$2.48M ﹤0.01% 1543
2021
Q1 		$2.67M Buy
+30,000
New +$2.45M 0.03% 596
2020
Q3 		– Sell
-4,384
Closed -$309K – 1542
2020
Q2 		$309K Sell
4,384
-18,796
-81% -$1.26M 0.01% 985
2020
Q1 		$1.35M Buy
23,180
+19,033
+459% +$1.29M 0.09% 284
2019
Q4 		$309K Buy
+4,147
New +$312K 0.01% 946
2018
Q3 		– Sell
-8,830
Closed -$548K – 948
2018
Q2 		$548K Buy
+8,830
New +$572K 0.03% 521

Other funds holding MMS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Steve Schonfeld's MMS Position: Q2 2025 in Review

Steve Schonfeld sold out of Maximus (MMS) in Q2 2025, closing a stake of 4,461 shares — an estimated $304K sold.

Steve Schonfeld first reported a position in MMS in Q2 2018 and held it in 15 quarters. The position peaked at $5.09M in Q4 2022. 378 funds tracked by Wall St. Rank hold MMS as of Q2 2025.

  • Steve Schonfeld reported no remaining Maximus position as of Q2 2025 after selling out during the quarter.
  • Steve Schonfeld sold 4,461 Maximus shares in Q2 2025, an estimated $304K.
  • Steve Schonfeld first reported a position in Maximus in Q2 2018 and held it in 15 quarters.
  • Steve Schonfeld's Maximus position peaked at $5.09M in Q4 2022.
  • 378 funds tracked by Wall St. Rank held Maximus as of Q2 2025.

Based on Schonfeld Strategic Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.