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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
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

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
Geode Capital Management
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

Total Wealth Planning & Management's MMS Position: Q1 2026 in Review

Total Wealth Planning & Management reduced its Maximus (MMS) stake by 2.4% in Q1 2026, selling an estimated $10.8K and leaving 5,419 shares worth $347K. The position accounts for 0.26% of the portfolio, ranked #134.

Total Wealth Planning & Management first reported a position in MMS in Q4 2024 and has held it in 5 quarters since. The position peaked at $479K in Q4 2025. 371 funds tracked by Wall St. Rank hold MMS as of Q1 2026.

  • Total Wealth Planning & Management held 5,419 shares of Maximus worth $347K as of Q1 2026.
  • Total Wealth Planning & Management sold 133 Maximus shares in Q1 2026, an estimated $10.8K.
  • Maximus made up 0.26% of Total Wealth Planning & Management's portfolio in Q1 2026, its #134 holding.
  • Total Wealth Planning & Management first reported a position in Maximus in Q4 2024 and has held it in 5 quarters since.
  • Total Wealth Planning & Management's Maximus position peaked at $479K in Q4 2025.
  • 371 funds tracked by Wall St. Rank held Maximus as of Q1 2026.

Based on Total Wealth Planning & Management's 13F filing for Q1 2026, filed 5 May 2026.