Envestnet Asset Management
MMI icon

Envestnet Asset Management’s Marcus & Millichap MMI Stock Holding History

Envestnet Asset Management’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 		$5.58M Buy
178,899
+9,637
+6% +$276K ﹤0.01% 2388
2026
Q1 		$4.5M Buy
169,262
+30,552
+22% +$804K ﹤0.01% 2390
2025
Q4 		$3.79M Sell
138,710
-64,128
-32% -$1.85M ﹤0.01% 2378
2025
Q3 		$5.95M Sell
202,838
-7,070
-3% -$222K ﹤0.01% 2112
2025
Q2 		$6.45M Buy
209,908
+90,737
+76% +$2.75M ﹤0.01% 2032
2025
Q1 		$4.11M Buy
119,171
+4,495
+4% +$166K ﹤0.01% 2263
2024
Q4 		$4.39M Buy
114,676
+3,776
+3% +$148K ﹤0.01% 2193
2024
Q3 		$4.39M Buy
110,900
+332
+0.3% +$12.5K ﹤0.01% 2179
2024
Q2 		$3.49M Buy
110,568
+137
+0.1% +$4.43K ﹤0.01% 2267
2024
Q1 		$3.77M Buy
110,431
+17,469
+19% +$640K ﹤0.01% 2176
2023
Q4 		$4.06M Buy
92,962
+882
+1% +$29.3K ﹤0.01% 2029
2023
Q3 		$2.7M Buy
92,080
+30,737
+50% +$1.03M ﹤0.01% 2200
2023
Q2 		$1.93M Sell
61,343
-223,856
-78% -$6.92M ﹤0.01% 2305
2023
Q1 		$1.81M Buy
285,199
+225,155
+375% +$7.82M ﹤0.01% 2258
2022
Q4 		$2.07M Buy
60,044
+243
+0.4% +$8.62K ﹤0.01% 2144
2022
Q3 		$1.96M Buy
59,801
+6,178
+12% +$234K ﹤0.01% 2102
2022
Q2 		$1.98M Sell
53,623
-4,187
-7% -$182K ﹤0.01% 2110
2022
Q1 		$3.04M Buy
57,810
+4,584
+9% +$220K ﹤0.01% 1936
2021
Q4 		$2.74M Buy
53,226
+6,164
+13% +$287K ﹤0.01% 1963
2021
Q3 		$1.91M Buy
47,062
+4,273
+10% +$166K ﹤0.01% 2115
2021
Q2 		$1.66M Buy
42,789
+432
+1% +$16.2K ﹤0.01% 2180
2021
Q1 		$1.43M Buy
42,357
+408
+1% +$15K ﹤0.01% 2162
2020
Q4 		$1.56M Sell
41,949
-2,632
-6% -$89.2K ﹤0.01% 1912
2020
Q3 		$1.23M Sell
44,581
-1,669
-4% -$46.3K ﹤0.01% 1900
2020
Q2 		$1.33M Sell
46,250
-3,442
-7% -$97.1K ﹤0.01% 1797
2020
Q1 		$1.35M Sell
49,692
-6,026
-11% -$203K ﹤0.01% 1640
2019
Q4 		$2.08M Sell
55,718
-618
-1% -$22.2K ﹤0.01% 1589
2019
Q3 		$2M Sell
56,336
-1,479
-3% -$50.5K ﹤0.01% 1541
2019
Q2 		$1.78M Sell
57,815
-1,553
-3% -$56.4K ﹤0.01% 1621
2019
Q1 		$2.42M Buy
59,368
+1,090
+2% +$41.8K ﹤0.01% 1376
2018
Q4 		$2M Buy
+58,278
New +$2M ﹤0.01% 1341
2018
Q3 		– Sell
-8,117
Closed -$317K – 2069
2018
Q2 		$317K Buy
+8,117
New +$299K ﹤0.01% 1485
2018
Q1 		– Sell
-17,474
Closed -$569K – 2913
2017
Q4 		$569K Buy
17,474
+1,540
+10% +$45.9K ﹤0.01% 1424
2017
Q3 		$429K Buy
15,934
+3,502
+28% +$91.1K ﹤0.01% 1536
2017
Q2 		$327K Buy
+12,432
New +$312K ﹤0.01% 1686
2017
Q1 		– Sell
-910
Closed -$25K – 3143
2016
Q4 		$25K Sell
910
-185
-17% -$4.81K ﹤0.01% 2617
2016
Q3 		$29K Buy
1,095
+42
+4% +$1.11K ﹤0.01% 2744
2016
Q2 		$27K Buy
+1,053
New +$26.6K ﹤0.01% 2912
2015
Q4 		– Sell
-1,674
Closed -$77K – 3045
2015
Q3 		$77K Buy
+1,674
New +$78.4K ﹤0.01% 2457

Other funds holding MMI

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
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
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
HPCM
Hunter Perkins Capital Management Lombard, Illinois $446M AUM 25.88% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Envestnet Asset Management's MMI Position: Q2 2026 in Review

Envestnet Asset Management increased its Marcus & Millichap (MMI) stake by 5.7% in Q2 2026, buying an estimated $276K and bringing the position to 178,899 shares worth $5.58M. The position accounts for ﹤0.01% of the portfolio, ranked #2388.

Envestnet Asset Management first reported a position in MMI in Q3 2015 and has held it in 39 quarters since. The position peaked at $6.45M in Q2 2025. 60 funds tracked by Wall St. Rank hold MMI as of Q2 2026.

  • Envestnet Asset Management held 178,899 shares of Marcus & Millichap worth $5.58M as of Q2 2026.
  • Envestnet Asset Management bought 9,637 Marcus & Millichap shares in Q2 2026, an estimated $276K.
  • Marcus & Millichap made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #2388 holding.
  • Envestnet Asset Management first reported a position in Marcus & Millichap in Q3 2015 and has held it in 39 quarters since.
  • Envestnet Asset Management's Marcus & Millichap position peaked at $6.45M in Q2 2025.
  • 60 funds tracked by Wall St. Rank held Marcus & Millichap as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.