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Covestor’s Marcus & Millichap MMI Stock Holding History

Covestor’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 		$11K Buy
358
+37
+12% +$1.06K 0.01% 1529
2026
Q1 		$8K Buy
321
+318
+10,600% +$8.37K 0.01% 1577
2025
Q4 		$0 Hold
3
– – ﹤0.01% 2550
2025
Q3 		$0 Hold
3
– – ﹤0.01% 2561
2025
Q2 		$0 Hold
3
– – ﹤0.01% 2526
2025
Q1 		$0 Hold
3
– – ﹤0.01% 2527
2024
Q4 		$0 Hold
3
– – ﹤0.01% 2539
2024
Q3 		$0 Hold
3
– – ﹤0.01% 2529
2024
Q2 		$0 Sell
3
-14
-82% -$453 ﹤0.01% 2545
2024
Q1 		$1K Buy
17
+4
+31% +$147 ﹤0.01% 2033
2023
Q4 		$1K Sell
13
-2
-13% -$66 ﹤0.01% 2003
2023
Q3 		$0 Sell
15
-223
-94% -$7.46K ﹤0.01% 2464
2023
Q2 		$8K Buy
238
+200
+526% +$6.18K 0.01% 1581
2023
Q1 		$1K Buy
38
+19
+100% +$660 ﹤0.01% 1872
2022
Q4 		$1K Sell
19
-23
-55% -$816 ﹤0.01% 1899
2022
Q3 		$1K Buy
42
+26
+163% +$983 ﹤0.01% 1821
2022
Q2 		$1K Sell
16
-8
-33% -$348 ﹤0.01% 1764
2022
Q1 		$1K Sell
24
-4
-14% -$192 ﹤0.01% 1886
2021
Q4 		$1K Buy
+28
New +$1.31K ﹤0.01% 1838

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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
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
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
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return

Covestor's MMI Position: Q2 2026 in Review

Covestor increased its Marcus & Millichap (MMI) stake by 12% in Q2 2026, buying an estimated $1.06K and bringing the position to 358 shares worth $11K. The position accounts for 0.01% of the portfolio, ranked #1529.

Covestor first reported a position in MMI in Q4 2021 and has held it in 19 quarters since. 188 funds tracked by Wall St. Rank hold MMI as of Q2 2026.

  • Covestor held 358 shares of Marcus & Millichap worth $11K as of Q2 2026.
  • Covestor bought 37 Marcus & Millichap shares in Q2 2026, an estimated $1.06K.
  • Marcus & Millichap made up 0.01% of Covestor's portfolio in Q2 2026, its #1529 holding.
  • Covestor first reported a position in Marcus & Millichap in Q4 2021 and has held it in 19 quarters since.
  • 188 funds tracked by Wall St. Rank held Marcus & Millichap as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.