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Twin Peaks Wealth Advisors’s Maximus MMS Stock Holding History

Twin Peaks Wealth Advisors’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 		– Sell
-2
Closed -$128 – 1426
2026
Q1 		$128 Buy
+2
New +$162 ﹤0.01% 2225
2025
Q3 		– Sell
-2
Closed -$166 – 1350
2025
Q2 		$166 Buy
+2
New +$140 ﹤0.01% 2056

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

Twin Peaks Wealth Advisors's MMS Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Maximus (MMS) in Q2 2026, closing a stake of 2 shares — an estimated $128 sold.

Twin Peaks Wealth Advisors first reported a position in MMS in Q2 2025 and held it in 2 quarters. The position peaked at $166 in Q2 2025. 352 funds tracked by Wall St. Rank hold MMS as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Maximus position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 2 Maximus shares in Q2 2026, an estimated $128.
  • Twin Peaks Wealth Advisors first reported a position in Maximus in Q2 2025 and held it in 2 quarters.
  • Twin Peaks Wealth Advisors's Maximus position peaked at $166 in Q2 2025.
  • 352 funds tracked by Wall St. Rank held Maximus as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.