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Westside Investment Management’s Maximus MMS Stock Holding History

Westside Investment Management’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 		$8.39K Hold
156
– – ﹤0.01% 1163
2026
Q1 		$10K Hold
156
– – ﹤0.01% 1106
2025
Q4 		$13.5K Sell
156
-104
-40% -$8.89K ﹤0.01% 998
2025
Q3 		$23.8K Hold
260
– – ﹤0.01% 814
2025
Q2 		$18.3K Hold
260
– – ﹤0.01% 712
2025
Q1 		$17.7K Hold
260
– – ﹤0.01% 593
2024
Q4 		$19.4K Hold
260
– – ﹤0.01% 573
2024
Q3 		$24.2K Buy
+260
New +$23.2K 0.01% 533

Other funds holding MMS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
Geode Capital Management
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

Westside Investment Management's MMS Position: Q2 2026 in Review

Westside Investment Management held its Maximus (MMS) position steady in Q2 2026 at 156 shares worth $8.39K. The position accounts for ﹤0.01% of the portfolio, ranked #1163.

Westside Investment Management first reported a position in MMS in Q3 2024 and has held it in 8 quarters since. The position peaked at $24.2K in Q3 2024. 352 funds tracked by Wall St. Rank hold MMS as of Q2 2026.

  • Westside Investment Management held 156 shares of Maximus worth $8.39K as of Q2 2026.
  • Westside Investment Management left its Maximus share count unchanged in Q2 2026.
  • Maximus made up ﹤0.01% of Westside Investment Management's portfolio in Q2 2026, its #1163 holding.
  • Westside Investment Management first reported a position in Maximus in Q3 2024 and has held it in 8 quarters since.
  • Westside Investment Management's Maximus position peaked at $24.2K in Q3 2024.
  • 352 funds tracked by Wall St. Rank held Maximus as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.