Creative Planning
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Creative Planning’s Marcus & Millichap MMI Stock Holding History

Creative Planning’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 		$1.54M Buy
49,329
+9,100
+23% +$261K ﹤0.01% 2307
2026
Q1 		$1.07M Buy
40,229
+24,415
+154% +$642K ﹤0.01% 2398
2025
Q4 		$432K Sell
15,814
-7,317
-32% -$212K ﹤0.01% 2964
2025
Q3 		$679K Buy
23,131
+10,942
+90% +$344K ﹤0.01% 2460
2025
Q2 		$374K Sell
12,189
-235
-2% -$7.13K ﹤0.01% 2712
2025
Q1 		$428K Buy
12,424
+79
+0.6% +$2.91K ﹤0.01% 2438
2024
Q4 		$472K Sell
12,345
-3,344
-21% -$131K ﹤0.01% 2276
2024
Q3 		$622K Buy
15,689
+7,853
+100% +$296K ﹤0.01% 1920
2024
Q2 		$247K Buy
+7,836
New +$254K ﹤0.01% 2513
2023
Q4 		– Sell
-215
Closed -$6.31K – 2952
2023
Q3 		$6.31K Buy
+215
New +$7.2K ﹤0.01% 2694
2015
Q4 		– Sell
-130
Closed -$6K – 4508
2015
Q3 		$6K Buy
+130
New +$6.09K ﹤0.01% 3519
2015
Q2 		– Sell
-500
Closed -$19K – 2255
2015
Q1 		$19K Buy
+500
New +$17.9K ﹤0.01% 2756

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

Creative Planning's MMI Position: Q2 2026 in Review

Creative Planning increased its Marcus & Millichap (MMI) stake by 23% in Q2 2026, buying an estimated $261K and bringing the position to 49,329 shares worth $1.54M. The position accounts for ﹤0.01% of the portfolio, ranked #2307.

Creative Planning first reported a position in MMI in Q1 2015 and has held it in 12 quarters since. 188 funds tracked by Wall St. Rank hold MMI as of Q2 2026.

  • Creative Planning held 49,329 shares of Marcus & Millichap worth $1.54M as of Q2 2026.
  • Creative Planning bought 9,100 Marcus & Millichap shares in Q2 2026, an estimated $261K.
  • Marcus & Millichap made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #2307 holding.
  • Creative Planning first reported a position in Marcus & Millichap in Q1 2015 and has held it in 12 quarters since.
  • 188 funds tracked by Wall St. Rank held Marcus & Millichap as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.