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Creative Planning MMS Position History
Maximus, Inc. • Healthcare
Quarters held
8
Latest value
$5.7M
Q3 2026
Peak value
$5.7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $5.5M |
| Q3 2025 | $226K |
| Q4 2025 | $5.6M |
| Q1 2026 | $2.4M |
| Q2 2026 | $18K |
| Q2 2026 | $2.5M |
| Q3 2026 | $73K |
| Q3 2026 | $5.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $5.7M | 107.6K | — | — |
| Q3 2026 | $73K | 1.4K | — | — |
| Q2 2026 | $2.5M | 46.7K | — | — |
| Q2 2026 | $18K | 336 | — | — |
| Q1 2026 | $2.4M | 37.7K | — | — |
| Q4 2025 | $5.6M | 64.5K | — | — |
| Q3 2025 | $226K | 2.5K | — | — |
| Q3 2025 | $5.5M | 59.9K | — | — |
Other funds holding MMS
$387.6M
$205.5M
$183.5M
$163.1M
$157.6M
$137.9M
$137.9M
$106.6M