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
Q3 		$1.7M Buy
28,889
+19,380
+204% +$1.11M ﹤0.01% 1784
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

Reinhart Partners
Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return
Ranmore Fund Management
Ranmore Fund Management Cobham, United Kingdom $901M AUM 11.24% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return
Sound Income Strategies
Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return
Harbor Capital Advisors
Harbor Capital Advisors Chicago, Illinois $1.48B AUM 30.88% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Virginia Retirement Systems
Virginia Retirement Systems Richmond, Virginia $16.3B AUM 35.33% 1-Year Est. Return
Chatham Capital Group
Chatham Capital Group Savannah, Georgia $777M AUM 22.3% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Wealth Enhancement Advisory Services's MMS Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Maximus (MMS) stake by 204% in Q3 2026, buying an estimated $1.11M and bringing the position to 28,889 shares worth $1.7M. The position accounts for ﹤0.01% of the portfolio, ranked #1784.

Wealth Enhancement Advisory Services first reported a position in MMS in Q3 2023 and has held it in 12 quarters since. 75 funds tracked by Wall St. Rank hold MMS as of Q3 2026.

  • Wealth Enhancement Advisory Services held 28,889 shares of Maximus worth $1.7M as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 19,380 Maximus shares in Q3 2026, an estimated $1.11M.
  • Maximus made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #1784 holding.
  • Wealth Enhancement Advisory Services first reported a position in Maximus in Q3 2023 and has held it in 12 quarters since.
  • 75 funds tracked by Wall St. Rank held Maximus as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.