TWD
MMS icon

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
Q2 		$1.94K Sell
36
-84
-70% -$5.24K ﹤0.01% 1705
2026
Q1 		$7.69K Sell
120
-119
-50% -$9.66K ﹤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

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

True Wealth Design's MMS Position: Q2 2026 in Review

True Wealth Design reduced its Maximus (MMS) stake by 70% in Q2 2026, selling an estimated $5.24K and leaving 36 shares worth $1.94K. The position accounts for ﹤0.01% of the portfolio, ranked #1705.

True Wealth Design first reported a position in MMS in Q3 2024 and has held it in 7 quarters since. The position peaked at $21.9K in Q3 2025. 351 funds tracked by Wall St. Rank hold MMS as of Q2 2026.

  • True Wealth Design held 36 shares of Maximus worth $1.94K as of Q2 2026.
  • True Wealth Design sold 84 Maximus shares in Q2 2026, an estimated $5.24K.
  • Maximus made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1705 holding.
  • True Wealth Design first reported a position in Maximus in Q3 2024 and has held it in 7 quarters since.
  • True Wealth Design's Maximus position peaked at $21.9K in Q3 2025.
  • 351 funds tracked by Wall St. Rank held Maximus as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.