Steward Partners Investment Advisory’s Maximus MMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $6.14K | Buy |
114
+10
| +10% | +$623 | ﹤0.01% | 3896 |
|
|
2026
Q1 | $6.68K | Sell |
104
-75
| -42% | -$6.09K | ﹤0.01% | 3716 |
|
|
2025
Q4 | $15.5K | Hold |
179
| – | – | ﹤0.01% | 3241 |
|
|
2025
Q3 | $16.4K | Sell |
179
-49
| -21% | -$3.97K | ﹤0.01% | 3175 |
|
|
2025
Q2 | $16K | Sell |
228
-27
| -11% | -$1.9K | ﹤0.01% | 3007 |
|
|
2025
Q1 | $17.4K | Sell |
255
-26
| -9% | -$1.85K | ﹤0.01% | 2870 |
|
|
2024
Q4 | $21K | Sell |
281
-70
| -20% | -$5.71K | ﹤0.01% | 2767 |
|
|
2024
Q3 | $32.7K | Sell |
351
-197
| -36% | -$17.6K | ﹤0.01% | 2439 |
|
|
2024
Q2 | $47K | Buy |
548
+303
| +124% | +$25.5K | ﹤0.01% | 2140 |
|
|
2024
Q1 | $20.6K | Hold |
245
| – | – | ﹤0.01% | 2517 |
|
|
2023
Q4 | $20.5K | Hold |
245
| – | – | ﹤0.01% | 2399 |
|
|
2023
Q3 | $18.3K | Hold |
245
| – | – | ﹤0.01% | 2352 |
|
|
2023
Q2 | $20.7K | Hold |
245
| – | – | ﹤0.01% | 2271 |
|
|
2023
Q1 | $19.3K | Hold |
245
| – | – | ﹤0.01% | 2258 |
|
|
2022
Q4 | $18K | Sell |
245
-313
| -56% | -$20.2K | ﹤0.01% | 2290 |
|
|
2022
Q3 | $32K | Hold |
558
| – | – | ﹤0.01% | 2004 |
|
|
2022
Q2 | $35K | Sell |
558
-256
| -31% | -$17.3K | ﹤0.01% | 1969 |
|
|
2022
Q1 | $61K | Sell |
814
-21
| -3% | -$1.61K | ﹤0.01% | 1820 |
|
|
2021
Q4 | $67K | Sell |
835
-691
| -45% | -$56.5K | ﹤0.01% | 1761 |
|
|
2021
Q3 | $127K | Hold |
1,526
| – | – | ﹤0.01% | 1452 |
|
|
2021
Q2 | $134K | Sell |
1,526
-2,159
| -59% | -$198K | ﹤0.01% | 1873 |
|
|
2021
Q1 | $328K | Buy |
3,685
+2,269
| +160% | +$186K | 0.01% | 1054 |
|
|
2020
Q4 | $104K | Buy |
1,416
+1,224
| +638% | +$86.8K | ﹤0.01% | 1343 |
|
|
2020
Q3 | $13K | Hold |
192
| – | – | ﹤0.01% | 2043 |
|
|
2020
Q2 | $14K | Hold |
192
| – | – | ﹤0.01% | 1903 |
|
|
2020
Q1 | $11K | Hold |
192
| – | – | ﹤0.01% | 1824 |
|
|
2019
Q4 | $14K | Sell |
192
-100
| -34% | -$7.51K | ﹤0.01% | 1893 |
|
|
2019
Q3 | $22K | Buy |
292
+37
| +15% | +$2.81K | ﹤0.01% | 1690 |
|
|
2019
Q2 | $18K | Buy |
+255
| New | +$18.5K | ﹤0.01% | 1749 |
|
|
2018
Q4 | – | Sell |
-2,501
| Closed | -$163K | – | 1596 |
|
|
2018
Q3 | $163K | Buy |
2,501
+46
| +2% | +$2.99K | 0.01% | 781 |
|
|
2018
Q2 | $152K | Hold |
2,455
| – | – | 0.01% | 728 |
|
|
2018
Q1 | $163K | Buy |
2,455
+88
| +4% | +$5.98K | 0.01% | 654 |
|
|
2017
Q4 | $169K | Buy |
+2,367
| New | +$159K | 0.01% | 552 |
|
Other funds holding MMS
RP
VBA
Steward Partners Investment Advisory's MMS Position: Q2 2026 in Review
Steward Partners Investment Advisory increased its Maximus (MMS) stake by 9.6% in Q2 2026, buying an estimated $623 and bringing the position to 114 shares worth $6.14K. The position accounts for ﹤0.01% of the portfolio, ranked #3896.
Steward Partners Investment Advisory first reported a position in MMS in Q4 2017 and has held it in 33 quarters since. The position peaked at $328K in Q1 2021. 349 funds tracked by Wall St. Rank hold MMS as of Q2 2026.
- Steward Partners Investment Advisory held 114 shares of Maximus worth $6.14K as of Q2 2026.
- Steward Partners Investment Advisory bought 10 Maximus shares in Q2 2026, an estimated $623.
- Maximus made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #3896 holding.
- Steward Partners Investment Advisory first reported a position in Maximus in Q4 2017 and has held it in 33 quarters since.
- Steward Partners Investment Advisory's Maximus position peaked at $328K in Q1 2021.
- 349 funds tracked by Wall St. Rank held Maximus as of Q2 2026.
Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.