True Wealth Design’s Maximus MMS Stock Holding History

True Wealth Design’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 Q3	$9.15K	Buy	172 +136	+378%	+$7.81K	﹤0.01%	1116
2026 Q2	$1.94K	Sell	36 -84	-70%	-$5.24K	﹤0.01%	1705
2026 Q1	$7.69K	Sell	120 -119	-50%	-$9.7K	﹤0.01%	1063
2025 Q4	$20.6K	Sell	239 -1	-0.4%	-$85	0.01%	596
2025 Q3	$21.9K	Buy	240 +77	+47%	+$6.24K	0.01%	573
2025 Q2	$11.4K	Buy	163 +144	+758%	+$10.1K	﹤0.01%	529
2025 Q1	$1.3K	Buy	+19	New	+$1.35K	﹤0.01%	1172
2024 Q4	–	Sell	-52	Closed	-$4.84K	–	1461
2024 Q3	$4.84K	Buy	+52	New	+$4.65K	﹤0.01%	557

Other funds holding MMS

Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

Chatham Capital Group Savannah, Georgia $777M AUM 22.3% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

GHP Investment Advisors Denver, Colorado $2.68B AUM 19.3% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

True Wealth Design's MMS Position: Q3 2026 in Review

True Wealth Design increased its Maximus (MMS) stake by 378% in Q3 2026, buying an estimated $7.81K and bringing the position to 172 shares worth $9.15K. The position accounts for ﹤0.01% of the portfolio, ranked #1116.

True Wealth Design first reported a position in MMS in Q3 2024 and has held it in 8 quarters since. The position peaked at $21.9K in Q3 2025. 28 funds tracked by Wall St. Rank hold MMS as of Q3 2026.

True Wealth Design held 172 shares of Maximus worth $9.15K as of Q3 2026.
True Wealth Design bought 136 Maximus shares in Q3 2026, an estimated $7.81K.
Maximus made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1116 holding.
True Wealth Design first reported a position in Maximus in Q3 2024 and has held it in 8 quarters since.
True Wealth Design's Maximus position peaked at $21.9K in Q3 2025.
28 funds tracked by Wall St. Rank held Maximus as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.