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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
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

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

Twin Peaks Wealth Advisors's MMS Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Maximus (MMS) in Q1 2026: 2 shares worth $128. The stake represents ﹤0.01% of the portfolio and ranks #2225 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in MMS as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in MMS in Q2 2025 and has held it in 2 quarters since. The position peaked at $166 in Q2 2025. 371 funds tracked by Wall St. Rank hold MMS as of Q1 2026.

  • Twin Peaks Wealth Advisors held 2 shares of Maximus worth $128 as of Q1 2026.
  • Maximus was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Maximus made up ﹤0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #2225 holding.
  • Twin Peaks Wealth Advisors first reported a position in Maximus in Q2 2025 and has held it in 2 quarters since.
  • Twin Peaks Wealth Advisors's Maximus position peaked at $166 in Q2 2025.
  • 371 funds tracked by Wall St. Rank held Maximus as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.