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 Q2	$1.57M	Sell	29,210 -65	-0.2%	-$4.05K	0.01%	470
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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.11B AUM 38.38% 1-Year Est. Return

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

Wealthspire Advisors (New York)'s MMS Position: Q2 2026 in Review

Wealthspire Advisors (New York) reduced its Maximus (MMS) stake by 0.22% in Q2 2026, selling an estimated $4.05K and leaving 29,210 shares worth $1.57M. The position accounts for 0.01% of the portfolio, ranked #470.

Wealthspire Advisors (New York) first reported a position in MMS in Q4 2021 and has held it in 12 quarters since. The position peaked at $2.53M in Q4 2025. 352 funds tracked by Wall St. Rank hold MMS as of Q2 2026.

Wealthspire Advisors (New York) held 29,210 shares of Maximus worth $1.57M as of Q2 2026.
Wealthspire Advisors (New York) sold 65 Maximus shares in Q2 2026, an estimated $4.05K.
Maximus made up 0.01% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #470 holding.
Wealthspire Advisors (New York) first reported a position in Maximus in Q4 2021 and has held it in 12 quarters since.
Wealthspire Advisors (New York)'s Maximus position peaked at $2.53M in Q4 2025.
352 funds tracked by Wall St. Rank held Maximus as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.