Wealthspire Advisors (New York)’s Maximus MMS Stock Holding History

Wealthspire Advisors (New York)’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	$1.88M	Sell	29,275 -91	-0.3%	-$7.39K	0.01%	298
2025 Q4	$2.53M	Buy	29,366 +2,316	+9%	+$198K	0.02%	258
2025 Q3	$2.47M	Sell	27,050 -58	-0.2%	-$4.7K	0.01%	247
2025 Q2	$1.9M	Buy	27,108 +75	+0.3%	+$5.27K	0.01%	284
2025 Q1	$1.84M	Buy	27,033 +351	+1%	+$25K	0.01%	286
2024 Q4	$1.99M	Buy	26,682 +4,657	+21%	+$380K	0.02%	247
2024 Q3	$2.05M	Buy	22,025 +11,625	+112%	+$1.04M	0.02%	251
2024 Q2	$891K	Sell	10,400 -2,554	-20%	-$215K	0.01%	332
2024 Q1	$1.09M	Sell	12,954 -4,999	-28%	-$411K	0.01%	304
2023 Q4	$1.51M	Buy	+17,953	New	+$1.43M	0.02%	244
2022 Q1	–	Sell	-25,544	Closed	-$2.04M	–	504
2021 Q4	$2.04M	Buy	+25,544	New	+$2.09M	0.05%	147

Other funds holding MMS

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

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

Wealthspire Advisors (New York)'s MMS Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its Maximus (MMS) stake by 0.31% in Q1 2026, selling an estimated $7.39K and leaving 29,275 shares worth $1.88M. The position accounts for 0.01% of the portfolio, ranked #298.

Wealthspire Advisors (New York) first reported a position in MMS in Q4 2021 and has held it in 11 quarters since. The position peaked at $2.53M in Q4 2025. 371 funds tracked by Wall St. Rank hold MMS as of Q1 2026.

Wealthspire Advisors (New York) held 29,275 shares of Maximus worth $1.88M as of Q1 2026.
Wealthspire Advisors (New York) sold 91 Maximus shares in Q1 2026, an estimated $7.39K.
Maximus made up 0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #298 holding.
Wealthspire Advisors (New York) first reported a position in Maximus in Q4 2021 and has held it in 11 quarters since.
Wealthspire Advisors (New York)'s Maximus position peaked at $2.53M in Q4 2025.
371 funds tracked by Wall St. Rank held Maximus as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.