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Verus Financial Partners’s Maximus MMS Stock Holding History

Verus Financial Partners’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
-2,248
Closed -$222K – 124
2025
Q4 		$222K Sell
2,248
-642
-22% -$54.9K 0.02% 111
2025
Q3 		$264K Sell
2,890
-497
-15% -$40.3K 0.03% 104
2025
Q2 		$244K Buy
3,387
+214
+7% +$15K 0.02% 100
2025
Q1 		$216K Sell
3,173
-269
-8% -$19.2K 0.02% 97
2024
Q4 		$264K Sell
3,442
-1,607
-32% -$131K 0.03% 85
2024
Q3 		$468K Hold
5,049
– – 0.05% 55
2024
Q2 		$433K Sell
5,049
-741
-13% -$62.3K 0.05% 56
2024
Q1 		$486K Hold
5,790
– – 0.06% 52
2023
Q4 		$483K Hold
5,790
– – 0.06% 53
2023
Q3 		$445K Hold
5,790
– – 0.06% 56
2023
Q2 		$504K Hold
5,790
– – 0.06% 55
2023
Q1 		$452K Sell
5,790
-562
-9% -$43.3K 0.06% 60
2022
Q4 		$475K Sell
6,352
-7
-0.1% -$452 0.07% 58
2022
Q3 		$371K Hold
6,359
– – 0.06% 64
2022
Q2 		$409K Hold
6,359
– – 0.06% 61
2022
Q1 		$484K Sell
6,359
-65
-1% -$4.97K 0.07% 52
2021
Q4 		$512K Sell
6,424
-15
-0.2% -$1.23K 0.07% 51
2021
Q3 		$547K Hold
6,439
– – 0.08% 49
2021
Q2 		$560K Sell
6,439
-602
-9% -$55.2K 0.09% 45
2021
Q1 		$642K Sell
7,041
-157
-2% -$12.8K 0.1% 38
2020
Q4 		$527K Buy
+7,198
New +$511K 0.09% 42
2020
Q3 		– Sell
-6,526
Closed -$460K – 196
2020
Q2 		$460K Hold
6,526
– – 0.1% 37
2020
Q1 		$380K Hold
6,526
– – 0.12% 40
2019
Q4 		$485K Sell
6,526
-351
-5% -$26.4K 0.15% 39
2019
Q3 		$531K Hold
6,877
– – 0.17% 29
2019
Q2 		$499K Sell
6,877
-325
-5% -$23.6K 0.17% 28
2019
Q1 		$511K Sell
7,202
-362
-5% -$25.4K 0.18% 25
2018
Q4 		$492K Hold
7,564
– – 0.18% 24
2018
Q3 		$492K Sell
7,564
-1,308
-15% -$84.9K 0.18% 24
2018
Q2 		$551K Sell
8,872
-74
-0.8% -$4.8K 0.21% 21
2018
Q1 		$597K Sell
8,946
-496
-5% -$33.7K 0.23% 22
2017
Q4 		$676K Sell
9,442
-160
-2% -$10.8K 0.25% 20
2017
Q3 		$619K Sell
9,602
-83
-0.9% -$5.09K 0.24% 21
2017
Q2 		$607K Sell
9,685
-333
-3% -$20.7K 0.24% 21
2017
Q1 		$623K Sell
10,018
-173
-2% -$10.2K 0.26% 21
2016
Q4 		$569K Sell
10,191
-1,209
-11% -$65.7K 0.25% 20
2016
Q3 		$645K Sell
11,400
-88
-0.8% -$5.12K 0.29% 19
2016
Q2 		$636K Sell
11,488
-537
-4% -$29K 0.29% 18
2016
Q1 		$633K Sell
12,025
-97
-0.8% -$4.95K 0.29% 19
2015
Q4 		$682K Sell
12,122
-589
-5% -$35.5K 0.32% 19
2015
Q3 		$757K Sell
12,711
-80
-0.6% -$5.09K 0.4% 16
2015
Q2 		$841K Sell
12,791
-4,580
-26% -$300K 0.43% 17
2015
Q1 		$1.16M Sell
17,371
-171
-1% -$10.2K 0.59% 15
2014
Q4 		$957K Hold
17,542
– – 0.51% 16
2014
Q3 		$704K Hold
17,542
– – 0.4% 19
2014
Q2 		$755K Hold
17,542
– – 0.42% 17
2014
Q1 		$787K Sell
17,542
-5,162
-23% -$233K 0.44% 18
2013
Q4 		$999K Hold
22,704
– – 0.52% 17
2013
Q3 		$1.02M Sell
22,704
-22,704
-50% -$878K 0.56% 17
2013
Q2 		$1.69M Buy
+45,408
New +$1.74M 0.96% 14

Other funds holding MMS

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $100B AUM 36.93% 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

Verus Financial Partners's MMS Position: Q1 2026 in Review

Verus Financial Partners sold out of Maximus (MMS) in Q1 2026, closing a stake of 2,248 shares — an estimated $222K sold.

Verus Financial Partners first reported a position in MMS in Q2 2013 and held it in 50 quarters. The position peaked at $1.69M in Q2 2013. 373 funds tracked by Wall St. Rank hold MMS as of Q1 2026.

  • Verus Financial Partners reported no remaining Maximus position as of Q1 2026 after selling out during the quarter.
  • Verus Financial Partners sold 2,248 Maximus shares in Q1 2026, an estimated $222K.
  • Verus Financial Partners first reported a position in Maximus in Q2 2013 and held it in 50 quarters.
  • Verus Financial Partners's Maximus position peaked at $1.69M in Q2 2013.
  • 373 funds tracked by Wall St. Rank held Maximus as of Q1 2026.

Based on Verus Financial Partners's 13F filing for Q1 2026, filed 21 Apr 2026.