EverSource Wealth Advisors’s Marcus & Millichap MMI Stock Holding History

EverSource Wealth Advisors’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 Q1	$20.7K	Buy	777 +113	+17%	+$2.97K	﹤0.01%	2484
2025 Q4	$18.1K	Buy	664 +146	+28%	+$4.22K	﹤0.01%	2450
2025 Q3	$15.2K	Buy	518 +88	+20%	+$2.76K	﹤0.01%	2554
2025 Q2	$13.2K	Buy	430 +293	+214%	+$8.89K	﹤0.01%	2614
2025 Q1	$4.72K	Sell	137 -112	-45%	-$4.12K	﹤0.01%	2530
2024 Q4	$9.53K	Buy	249 +36	+17%	+$1.41K	﹤0.01%	2022
2024 Q3	$8.44K	Buy	213 +17	+9%	+$641	﹤0.01%	1961
2024 Q2	$7.76K	Buy	196 +73	+59%	+$2.36K	﹤0.01%	2007
2024 Q1	$3.9K	Hold	123	–	–	﹤0.01%	2161
2023 Q4	$5.37K	Buy	+123	New	+$4.08K	﹤0.01%	1828

Other funds holding MMI

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Pzena Investment Management

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Schroder Investment Management Group

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Tributary Capital Management Omaha, Nebraska $1.03B AUM 19.64% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return