VCA
MMS icon

Verdence Capital Advisors’s Maximus MMS Stock Holding History

Verdence Capital 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 		– Sell
-6,944
Closed -$599K – 719
2025
Q4 		$599K Buy
6,944
+397
+6% +$33.9K 0.04% 376
2025
Q3 		$564K Sell
6,547
-1,181
-15% -$95.7K 0.03% 410
2025
Q2 		$542K Buy
7,728
+259
+3% +$18.2K 0.04% 387
2025
Q1 		$509K Buy
7,469
+2,629
+54% +$187K 0.04% 378
2024
Q4 		$361K Buy
+4,840
New +$395K 0.03% 441
2024
Q3 		– Sell
-3,764
Closed -$323K – 652
2024
Q2 		$323K Sell
3,764
-966
-20% -$81.2K 0.03% 445
2024
Q1 		$397K Buy
4,730
+167
+4% +$13.7K 0.04% 394
2023
Q4 		$383K Buy
4,563
+140
+3% +$11.2K 0.04% 397
2023
Q3 		$330K Buy
4,423
+227
+5% +$18.5K 0.04% 406
2023
Q2 		$355K Sell
4,196
-393
-9% -$32.3K 0.04% 377
2023
Q1 		$361K Buy
4,589
+642
+16% +$49.4K 0.04% 368
2022
Q4 		$289K Sell
3,947
-616
-13% -$39.7K 0.04% 399
2022
Q3 		$264K Buy
4,563
+117
+3% +$7.29K 0.04% 408
2022
Q2 		$278K Sell
4,446
-179
-4% -$12.1K 0.04% 406
2022
Q1 		$347K Buy
+4,625
New +$354K 0.04% 387

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

Verdence Capital Advisors's MMS Position: Q1 2026 in Review

Verdence Capital Advisors sold out of Maximus (MMS) in Q1 2026, closing a stake of 6,944 shares — an estimated $599K sold.

Verdence Capital Advisors first reported a position in MMS in Q1 2022 and held it in 15 quarters. The position peaked at $599K in Q4 2025. 371 funds tracked by Wall St. Rank hold MMS as of Q1 2026.

  • Verdence Capital Advisors reported no remaining Maximus position as of Q1 2026 after selling out during the quarter.
  • Verdence Capital Advisors sold 6,944 Maximus shares in Q1 2026, an estimated $599K.
  • Verdence Capital Advisors first reported a position in Maximus in Q1 2022 and held it in 15 quarters.
  • Verdence Capital Advisors's Maximus position peaked at $599K in Q4 2025.
  • 371 funds tracked by Wall St. Rank held Maximus as of Q1 2026.

Based on Verdence Capital Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.