CA
MMI icon

Clearstead Advisors’s Marcus & Millichap MMI Stock Holding History

Clearstead Advisors’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
Q2 		$1.62K Buy
+52
New +$1.49K ﹤0.01% 2544
2025
Q4 		– Sell
-79
Closed -$2.32K – 3062
2025
Q3 		$2.32K Buy
+79
New +$2.48K ﹤0.01% 2409

Other funds holding MMI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
TCM
Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Clearstead Advisors's MMI Position: Q2 2026 in Review

Clearstead Advisors opened a new position in Marcus & Millichap (MMI) in Q2 2026: 52 shares worth $1.62K. The stake represents ﹤0.01% of the portfolio and ranks #2544 among its holdings. This is a return to the name: Clearstead Advisors previously reported a position in MMI as recently as Q3 2025.

Clearstead Advisors first reported a position in MMI in Q3 2025 and has held it in 2 quarters since. The position peaked at $2.32K in Q3 2025. 75 funds tracked by Wall St. Rank hold MMI as of Q2 2026.

  • Clearstead Advisors held 52 shares of Marcus & Millichap worth $1.62K as of Q2 2026.
  • Marcus & Millichap was a new Clearstead Advisors position in Q2 2026.
  • Marcus & Millichap made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #2544 holding.
  • Clearstead Advisors first reported a position in Marcus & Millichap in Q3 2025 and has held it in 2 quarters since.
  • Clearstead Advisors's Marcus & Millichap position peaked at $2.32K in Q3 2025.
  • 75 funds tracked by Wall St. Rank held Marcus & Millichap as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.