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Total Wealth Planning & Management’s Maximus MMS Stock Holding History

Total Wealth Planning & 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 		$349K Buy
6,494
+1,075
+20% +$67K 0.24% 144
2026
Q1 		$347K Sell
5,419
-133
-2% -$10.8K 0.26% 134
2025
Q4 		$479K Buy
+5,552
New +$475K 0.36% 86
2025
Q2 		$412K Buy
5,875
+679
+13% +$47.7K 0.33% 108
2025
Q1 		$354K Buy
5,196
+1,725
+50% +$123K 0.34% 107
2024
Q4 		$259K Buy
+3,471
New +$283K 0.24% 156

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 $3.38T AUM 44.17% 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 $4.11B AUM 38.38% 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

Total Wealth Planning & Management's MMS Position: Q2 2026 in Review

Total Wealth Planning & Management increased its Maximus (MMS) stake by 20% in Q2 2026, buying an estimated $67K and bringing the position to 6,494 shares worth $349K. The position accounts for 0.24% of the portfolio, ranked #144.

Total Wealth Planning & Management first reported a position in MMS in Q4 2024 and has held it in 6 quarters since. The position peaked at $479K in Q4 2025. 352 funds tracked by Wall St. Rank hold MMS as of Q2 2026.

  • Total Wealth Planning & Management held 6,494 shares of Maximus worth $349K as of Q2 2026.
  • Total Wealth Planning & Management bought 1,075 Maximus shares in Q2 2026, an estimated $67K.
  • Maximus made up 0.24% of Total Wealth Planning & Management's portfolio in Q2 2026, its #144 holding.
  • Total Wealth Planning & Management first reported a position in Maximus in Q4 2024 and has held it in 6 quarters since.
  • Total Wealth Planning & Management's Maximus position peaked at $479K in Q4 2025.
  • 352 funds tracked by Wall St. Rank held Maximus as of Q2 2026.

Based on Total Wealth Planning & Management's 13F filing for Q2 2026, filed 28 Jul 2026.