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Abound Wealth Management’s Marcus & Millichap MMI Stock Holding History

Abound Wealth Management’s Portfolio MMI Stock Details MMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-4
Closed -$110 – 1563
2025
Q4 		$110 Hold
4
– – ﹤0.01% 1368
2025
Q3 		$118 Hold
4
– – ﹤0.01% 1285
2025
Q2 		$123 Hold
4
– – ﹤0.01% 1201
2025
Q1 		$138 Sell
4
-1
-20% -$37 ﹤0.01% 1135
2024
Q4 		$192 Hold
5
– – ﹤0.01% 1089
2024
Q3 		$199 Buy
+5
New +$189 ﹤0.01% 1167

Other funds holding MMI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
TCM
Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

Abound Wealth Management's MMI Position: Q1 2026 in Review

Abound Wealth Management sold out of Marcus & Millichap (MMI) in Q1 2026, closing a stake of 4 shares — an estimated $110 sold.

Abound Wealth Management first reported a position in MMI in Q3 2024 and held it in 6 quarters. The position peaked at $199 in Q3 2024. 172 funds tracked by Wall St. Rank hold MMI as of Q1 2026.

  • Abound Wealth Management reported no remaining Marcus & Millichap position as of Q1 2026 after selling out during the quarter.
  • Abound Wealth Management sold 4 Marcus & Millichap shares in Q1 2026, an estimated $110.
  • Abound Wealth Management first reported a position in Marcus & Millichap in Q3 2024 and held it in 6 quarters.
  • Abound Wealth Management's Marcus & Millichap position peaked at $199 in Q3 2024.
  • 172 funds tracked by Wall St. Rank held Marcus & Millichap as of Q1 2026.

Based on Abound Wealth Management's 13F filing for Q1 2026, filed 10 Apr 2026.