United Services Automobile Association’s Maximus MMS Stock Holding History

United Services Automobile Association’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
2025 Q2	–	Sell	-3,994	Closed	-$272K	–	637
2025 Q1	$272K	Buy	+3,994	New	+$285K	0.01%	869
2019 Q3	–	Sell	-24,134	Closed	-$1.75M	–	1223
2019 Q2	$1.75M	Hold	24,134	–	–	﹤0.01%	1135
2019 Q1	$1.71M	Hold	24,134	–	–	﹤0.01%	1130
2018 Q4	$1.57M	Hold	24,134	–	–	﹤0.01%	1107
2018 Q3	$1.57M	Sell	24,134 -2,157	-8%	-$140K	﹤0.01%	1200
2018 Q2	$1.63M	Hold	26,291	–	–	﹤0.01%	1202
2018 Q1	$1.75M	Buy	26,291 +16,901	+180%	+$1.15M	﹤0.01%	1164
2017 Q4	$672K	Hold	9,390	–	–	﹤0.01%	1331
2017 Q3	$606K	Sell	9,390 -44	-0.5%	-$2.7K	﹤0.01%	1308
2017 Q2	$591K	Buy	9,434 +44	+0.5%	+$2.73K	﹤0.01%	1279
2017 Q1	$584K	Buy	+9,390	New	+$552K	﹤0.01%	1182
2015 Q3	–	Sell	-4,800	Closed	-$316K	–	1300
2015 Q2	$316K	Sell	4,800 -115,824	-96%	-$7.58M	﹤0.01%	1234
2015 Q1	$8.05M	Buy	120,624 +7,500	+7%	+$445K	0.03%	573
2014 Q4	$6.2M	Buy	113,124 +1,700	+2%	+$82.6K	0.02%	645
2014 Q3	$4.47M	Buy	111,424 +7,800	+8%	+$323K	0.02%	718
2014 Q2	$4.46M	Buy	103,624 +2,900	+3%	+$125K	0.02%	721
2014 Q1	$4.52M	Sell	100,724 -23,600	-19%	-$1.07M	0.02%	718
2013 Q4	$5.47M	Buy	124,324 +5,200	+4%	+$240K	0.02%	650
2013 Q3	$5.37M	Sell	119,124 -1,100	-0.9%	-$42.6K	0.02%	622
2013 Q2	$4.48M	Buy	+120,224	New	+$4.6M	0.02%	650

Other funds holding MMS

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Mackenzie Financial

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

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

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return