Wealth Enhancement Advisory Services
MMS icon

Wealth Enhancement Advisory Services’s Maximus MMS Stock Holding History

Wealth Enhancement Advisory Services’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 		$539K Buy
9,509
+1,823
+24% +$114K ﹤0.01% 2615
2026
Q1 		$479K Sell
7,686
-4,284
-36% -$348K ﹤0.01% 2351
2025
Q4 		$1.07M Sell
11,970
-1,096
-8% -$93.7K ﹤0.01% 1919
2025
Q3 		$1.18M Buy
13,066
+5,053
+63% +$409K ﹤0.01% 1750
2025
Q2 		$577K Buy
+8,013
New +$563K ﹤0.01% 2123
2025
Q1 		– Sell
-3,249
Closed -$243K – 3084
2024
Q4 		$243K Buy
3,249
+65
+2% +$5.3K ﹤0.01% 2554
2024
Q3 		$297K Buy
3,184
+5
+0.2% +$447 ﹤0.01% 2189
2024
Q2 		$272K Buy
3,179
+136
+4% +$11.4K ﹤0.01% 2048
2024
Q1 		$255K Sell
3,043
-37
-1% -$3.04K ﹤0.01% 2024
2023
Q4 		$258K Sell
3,080
-35
-1% -$2.79K ﹤0.01% 1920
2023
Q3 		$233K Buy
+3,115
New +$254K ﹤0.01% 1907

Other funds holding MMS

RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
CCG
Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
GIA
GHP Investment Advisors Denver, Colorado $2.72B AUM 27.58% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Wealth Enhancement Advisory Services's MMS Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its Maximus (MMS) stake by 24% in Q2 2026, buying an estimated $114K and bringing the position to 9,509 shares worth $539K. The position accounts for ﹤0.01% of the portfolio, ranked #2615.

Wealth Enhancement Advisory Services first reported a position in MMS in Q3 2023 and has held it in 11 quarters since. The position peaked at $1.18M in Q3 2025. 41 funds tracked by Wall St. Rank hold MMS as of Q2 2026.

  • Wealth Enhancement Advisory Services held 9,509 shares of Maximus worth $539K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 1,823 Maximus shares in Q2 2026, an estimated $114K.
  • Maximus made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2615 holding.
  • Wealth Enhancement Advisory Services first reported a position in Maximus in Q3 2023 and has held it in 11 quarters since.
  • Wealth Enhancement Advisory Services's Maximus position peaked at $1.18M in Q3 2025.
  • 41 funds tracked by Wall St. Rank held Maximus as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.