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TD Private Client Wealth’s Maximus MMS Stock Holding History

TD Private Client Wealth’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
-10
Closed -$641 – 1744
2026
Q1 		$641 Hold
10
– – ﹤0.01% 1463
2025
Q4 		$863 Hold
10
– – ﹤0.01% 1396
2025
Q3 		$914 Hold
10
– – ﹤0.01% 1343
2025
Q2 		$702 Hold
10
– – ﹤0.01% 1323
2025
Q1 		$682 Sell
10
-53
-84% -$3.78K ﹤0.01% 1322
2024
Q4 		$4.7K Sell
63
-1,243
-95% -$101K ﹤0.01% 1107
2024
Q3 		$122K Sell
1,306
-7
-0.5% -$626 ﹤0.01% 691
2024
Q2 		$113K Sell
1,313
-71
-5% -$5.96K ﹤0.01% 672
2024
Q1 		$116K Buy
1,384
+10
+0.7% +$823 ﹤0.01% 665
2023
Q4 		$115K Buy
1,374
+6
+0.4% +$479 ﹤0.01% 660
2023
Q3 		$102K Sell
1,368
-142
-9% -$11.6K ﹤0.01% 643
2023
Q2 		$128K Sell
1,510
-203
-12% -$16.7K 0.01% 620
2023
Q1 		$135K Sell
1,713
-78
-4% -$6.01K 0.01% 607
2022
Q4 		$131K Sell
1,791
-132
-7% -$8.52K 0.01% 591
2022
Q3 		$111K Buy
1,923
+48
+3% +$2.99K 0.01% 599
2022
Q2 		$117K Buy
1,875
+294
+19% +$19.9K 0.01% 591
2022
Q1 		$118K Buy
1,581
+19
+1% +$1.45K 0.01% 616
2021
Q4 		$124K Sell
1,562
-66
-4% -$5.39K 0.01% 610
2021
Q3 		$135K Buy
1,628
+919
+130% +$78.7K 0.01% 586
2021
Q2 		$62.4K Buy
709
+302
+74% +$27.7K ﹤0.01% 701
2021
Q1 		$36.2K Buy
407
+339
+499% +$27.7K ﹤0.01% 759
2020
Q4 		$4.98K Buy
+68
New +$4.82K ﹤0.01% 891
2020
Q2 		– Sell
-53
Closed -$3.08K – 1141
2020
Q1 		$3.08K Buy
53
+6
+13% +$407 ﹤0.01% 845
2019
Q4 		$3.5K Buy
+47
New +$3.53K ﹤0.01% 852

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

TD Private Client Wealth's MMS Position: Q2 2026 in Review

TD Private Client Wealth sold out of Maximus (MMS) in Q2 2026, closing a stake of 10 shares — an estimated $641 sold.

TD Private Client Wealth first reported a position in MMS in Q4 2019 and held it in 24 quarters. The position peaked at $135K in Q3 2021. 351 funds tracked by Wall St. Rank hold MMS as of Q2 2026.

  • TD Private Client Wealth reported no remaining Maximus position as of Q2 2026 after selling out during the quarter.
  • TD Private Client Wealth sold 10 Maximus shares in Q2 2026, an estimated $641.
  • TD Private Client Wealth first reported a position in Maximus in Q4 2019 and held it in 24 quarters.
  • TD Private Client Wealth's Maximus position peaked at $135K in Q3 2021.
  • 351 funds tracked by Wall St. Rank held Maximus as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.