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Wealthedge Investment Advisors’s Maximus MMS Stock Holding History

Wealthedge Investment 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
2025
Q1 		– Sell
-2,980
Closed -$222K – 201
2024
Q4 		$222K Buy
+2,980
New +$243K 0.1% 143

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Wealthedge Investment Advisors's MMS Position: Q1 2025 in Review

Wealthedge Investment Advisors sold out of Maximus (MMS) in Q1 2025, closing a stake of 2,980 shares — an estimated $222K sold.

Wealthedge Investment Advisors first reported a position in MMS in Q4 2024 and held it in 1 quarter. The position peaked at $222K in Q4 2024. 355 funds tracked by Wall St. Rank hold MMS as of Q1 2025.

  • Wealthedge Investment Advisors reported no remaining Maximus position as of Q1 2025 after selling out during the quarter.
  • Wealthedge Investment Advisors sold 2,980 Maximus shares in Q1 2025, an estimated $222K.
  • Wealthedge Investment Advisors first reported a position in Maximus in Q4 2024 and held it in 1 quarter.
  • Wealthedge Investment Advisors's Maximus position peaked at $222K in Q4 2024.
  • 355 funds tracked by Wall St. Rank held Maximus as of Q1 2025.

Based on Wealthedge Investment Advisors's 13F filing for Q1 2025, filed 13 May 2025.