MMS MAXIMUS INC

Ownership history in MassMutual Private Wealth & Trust, FSB  ·  23 quarters on record

AI Ownership Summary

MassMutual Private Wealth & Trust, FSB reported MAXIMUS INC (MMS) in 23 quarterly 13F filings from 2023 Q4 through 2026 Q1. The latest visible filing shows MMS at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this MMS ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MassMutual Private Wealth & Trust, FSB's position in MAXIMUS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

MMS was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How MassMutual Private Wealth & Trust, FSB held MMS — position size vs. price
% of Fund (quarterly)    MMS price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 118 -9 -7.1% 0.00% $8K 2026-04-13 $67.35
2025 Q4 UNCHANGED 127 0% 0.00% $11K 2026-01-07 $91.35
2025 Q3 UNCHANGED 127 0% 0.00% $12K 2025-10-22 $86.86
2025 Q2 UNCHANGED 127 0% 0.00% $9K 2025-07-09 $71.08
2025 Q1 ADDED 127 +13 +11.4% 0.00% $9K 2025-04-01 $67.60
2024 Q4 UNCHANGED 114 0% 0.00% $9K 2025-01-16 $77.24
2024 Q3 ADDED 114 +27 +31.0% 0.00% $11K 2024-10-02 $89.69
2024 Q2 REDUCED 87 -2 -2.2% 0.00% $7K 2024-07-02 $83.19
2024 Q1 ADDED 89 +2 +2.3% 0.00% $7K 2024-04-09 $78.84
2023 Q4 REDUCED 87 -2 -2.2% 0.00% $7K 2024-01-03 $74.69
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About MassMutual Private Wealth & Trust, FSB and MMS

These are the practical questions this page is built to answer before you even open the full history table.

How long has MassMutual Private Wealth & Trust, FSB reported owning MMS?

MassMutual Private Wealth & Trust, FSB reported MMS across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported MMS position in MassMutual Private Wealth & Trust, FSB's portfolio?

The largest reported portfolio weight for MMS was 0.00% in 2024 Q3.

What is the latest reported MMS position on this page?

The most recent filing on this page is 2026 Q1, when MassMutual Private Wealth & Trust, FSB reported 118 shares, equal to 0.00% of portfolio, with an estimated market value of $8K.

What does the chart on this MMS ownership page compare?

The chart compares MassMutual Private Wealth & Trust, FSB's quarterly MMS portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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