Zacks Investment Management’s Maximus MMS Stock Holding History

Zacks 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 Q1	$3.1M	Buy	48,403 +5,882	+14%	+$478K	0.02%	293
2025 Q4	$3.67M	Sell	42,521 -2,062	-5%	-$176K	0.03%	270
2025 Q3	$4.07M	Buy	44,583 +39,515	+780%	+$3.2M	0.03%	245
2025 Q2	$356K	Sell	5,068 -1	-0%	-$70	﹤0.01%	528
2025 Q1	$346K	Buy	5,069 +662	+15%	+$47.2K	﹤0.01%	525
2024 Q4	$329K	Buy	+4,407	New	+$360K	﹤0.01%	537
2023 Q4	–	Sell	-56,799	Closed	-$4.24M	–	652
2023 Q3	$4.24M	Buy	+56,799	New	+$4.62M	0.05%	198
2019 Q2	–	Sell	-23,782	Closed	-$1.69M	–	587
2019 Q1	$1.69M	Buy	23,782 +1,799	+8%	+$126K	0.04%	282
2018 Q4	$1.43M	Buy	+21,983	New	+$1.45M	0.03%	279
2015 Q4	–	Sell	-18,989	Closed	-$1.13M	–	622
2015 Q3	$1.13M	Buy	18,989 +2,429	+15%	+$154K	0.04%	271
2015 Q2	$1.09M	Buy	+16,560	New	+$1.08M	0.03%	267
2014 Q2	–	Sell	-9,470	Closed	-$425K	–	717
2014 Q1	$425K	Buy	9,470 +447	+5%	+$20.2K	0.02%	467
2013 Q4	$397K	Buy	+9,023	New	+$416K	0.02%	474

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

Zacks Investment Management's MMS Position: Q1 2026 in Review

Zacks Investment Management increased its Maximus (MMS) stake by 14% in Q1 2026, buying an estimated $478K and bringing the position to 48,403 shares worth $3.1M. The position accounts for 0.02% of the portfolio, ranked #293.

Zacks Investment Management first reported a position in MMS in Q4 2013 and has held it in 13 quarters since. The position peaked at $4.24M in Q3 2023. 371 funds tracked by Wall St. Rank hold MMS as of Q1 2026.

Zacks Investment Management held 48,403 shares of Maximus worth $3.1M as of Q1 2026.
Zacks Investment Management bought 5,882 Maximus shares in Q1 2026, an estimated $478K.
Maximus made up 0.02% of Zacks Investment Management's portfolio in Q1 2026, its #293 holding.
Zacks Investment Management first reported a position in Maximus in Q4 2013 and has held it in 13 quarters since.
Zacks Investment Management's Maximus position peaked at $4.24M in Q3 2023.
371 funds tracked by Wall St. Rank held Maximus as of Q1 2026.

Based on Zacks Investment Management's 13F filing for Q1 2026, filed 14 May 2026.