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Clearstead Trust’s Marcus & Millichap MMI Stock Holding History

Clearstead Trust’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
2025
Q4 		– Sell
-7
Closed -$206 – 1327
2025
Q3 		$206 Hold
7
– – ﹤0.01% 1497
2025
Q2 		$215 Buy
+7
New +$212 ﹤0.01% 1468

Other funds holding MMI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
TCM
Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Clearstead Trust's MMI Position: Q4 2025 in Review

Clearstead Trust sold out of Marcus & Millichap (MMI) in Q4 2025, closing a stake of 7 shares — an estimated $206 sold.

Clearstead Trust first reported a position in MMI in Q2 2025 and held it in 2 quarters. The position peaked at $215 in Q2 2025. 192 funds tracked by Wall St. Rank hold MMI as of Q4 2025.

  • Clearstead Trust reported no remaining Marcus & Millichap position as of Q4 2025 after selling out during the quarter.
  • Clearstead Trust sold 7 Marcus & Millichap shares in Q4 2025, an estimated $206.
  • Clearstead Trust first reported a position in Marcus & Millichap in Q2 2025 and held it in 2 quarters.
  • Clearstead Trust's Marcus & Millichap position peaked at $215 in Q2 2025.
  • 192 funds tracked by Wall St. Rank held Marcus & Millichap as of Q4 2025.

Based on Clearstead Trust's 13F filing for Q4 2025, filed 9 Feb 2026.