Back to MMS
Total Wealth Planning & Management, Inc. → MMS
Total Wealth Planning & Management, Inc. MMS Position History
Maximus, Inc. • Healthcare
Quarters held
4
Latest value
$214K
Q3 2026
Peak value
$479K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $479K |
| Q1 2026 | $347K |
| Q2 2026 | $349K |
| Q3 2026 | $214K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $214K | 4.0K | — | — |
| Q2 2026 | $349K | 6.5K | — | — |
| Q1 2026 | $347K | 5.4K | — | — |
| Q4 2025 | $479K | 5.6K | — | — |
Other funds holding MMS
$387.6M
$205.5M
$183.5M
$163.1M
$157.6M
$137.9M
$137.9M
$106.6M