Trust Point Inc’s Maximus MMS Stock Holding History

Trust Point Inc’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	$227K	Sell	4,217 -628	-13%	-$39.1K	0.02%	424
2026 Q1	$311K	Sell	4,845 -330	-6%	-$26.8K	0.03%	377
2025 Q4	$447K	Sell	5,175 -111	-2%	-$9.49K	0.04%	256
2025 Q3	$483K	Buy	5,286 +191	+4%	+$15.5K	0.04%	240
2025 Q2	$358K	Buy	5,095 +1	+0%	+$70	0.03%	257
2025 Q1	$347K	Buy	5,094 +50	+1%	+$3.56K	0.03%	303
2024 Q4	$377K	Buy	5,044 +17	+0.3%	+$1.39K	0.03%	363
2024 Q3	$468K	Hold	5,027	–	–	0.04%	292
2024 Q2	$431K	Sell	5,027 -114	-2%	-$9.58K	0.03%	297
2024 Q1	$431K	Buy	5,141 +17	+0.3%	+$1.4K	0.03%	318
2023 Q4	$430K	Buy	+5,124	New	+$409K	0.04%	310

Other funds holding MMS

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

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

Trust Point Inc's MMS Position: Q2 2026 in Review

Trust Point Inc reduced its Maximus (MMS) stake by 13% in Q2 2026, selling an estimated $39.1K and leaving 4,217 shares worth $227K. The position accounts for 0.02% of the portfolio, ranked #424.

Trust Point Inc first reported a position in MMS in Q4 2023 and has held it in 11 quarters since. The position peaked at $483K in Q3 2025. 349 funds tracked by Wall St. Rank hold MMS as of Q2 2026.

Trust Point Inc held 4,217 shares of Maximus worth $227K as of Q2 2026.
Trust Point Inc sold 628 Maximus shares in Q2 2026, an estimated $39.1K.
Maximus made up 0.02% of Trust Point Inc's portfolio in Q2 2026, its #424 holding.
Trust Point Inc first reported a position in Maximus in Q4 2023 and has held it in 11 quarters since.
Trust Point Inc's Maximus position peaked at $483K in Q3 2025.
349 funds tracked by Wall St. Rank held Maximus as of Q2 2026.

Based on Trust Point Inc's 13F filing for Q2 2026, filed 8 Jul 2026.