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Cornerstone Planning Group’s Marcus & Millichap MMI Stock Holding History

Cornerstone Planning Group’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
Q2 		– Sell
-20
Closed -$614 – 1633
2025
Q1 		$614 Sell
20
-59
-75% -$2.17K ﹤0.01% 1240
2024
Q4 		$3.04K Buy
+79
New +$3.1K ﹤0.01% 687

Other funds holding MMI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCM
Tributary Capital Management Omaha, Nebraska $1.03B AUM 19.64% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Cornerstone Planning Group's MMI Position: Q2 2025 in Review

Cornerstone Planning Group sold out of Marcus & Millichap (MMI) in Q2 2025, closing a stake of 20 shares — an estimated $614 sold.

Cornerstone Planning Group first reported a position in MMI in Q4 2024 and held it in 2 quarters. The position peaked at $3.04K in Q4 2024. 169 funds tracked by Wall St. Rank hold MMI as of Q2 2025.

  • Cornerstone Planning Group reported no remaining Marcus & Millichap position as of Q2 2025 after selling out during the quarter.
  • Cornerstone Planning Group sold 20 Marcus & Millichap shares in Q2 2025, an estimated $614.
  • Cornerstone Planning Group first reported a position in Marcus & Millichap in Q4 2024 and held it in 2 quarters.
  • Cornerstone Planning Group's Marcus & Millichap position peaked at $3.04K in Q4 2024.
  • 169 funds tracked by Wall St. Rank held Marcus & Millichap as of Q2 2025.

Based on Cornerstone Planning Group's 13F filing for Q2 2025, filed 11 Aug 2025.