Westbourne Investments’s Maximus MMS Stock Holding History

Westbourne Investments’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	–	Sell	-4,500	Closed	-$388K	–	158
2025 Q4	$388K	Buy	+4,500	New	+$385K	0.18%	100

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

Westbourne Investments's MMS Position: Q1 2026 in Review

Westbourne Investments sold out of Maximus (MMS) in Q1 2026, closing a stake of 4,500 shares — an estimated $388K sold.

Westbourne Investments first reported a position in MMS in Q4 2025 and held it in 1 quarter. The position peaked at $388K in Q4 2025. 371 funds tracked by Wall St. Rank hold MMS as of Q1 2026.

Westbourne Investments reported no remaining Maximus position as of Q1 2026 after selling out during the quarter.
Westbourne Investments sold 4,500 Maximus shares in Q1 2026, an estimated $388K.
Westbourne Investments first reported a position in Maximus in Q4 2025 and held it in 1 quarter.
Westbourne Investments's Maximus position peaked at $388K in Q4 2025.
371 funds tracked by Wall St. Rank held Maximus as of Q1 2026.

Based on Westbourne Investments's 13F filing for Q1 2026, filed 15 May 2026.