EWA
MMI icon

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
Q2 		$29.1K Buy
935
+158
+20% +$4.53K ﹤0.01% 2167
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
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

EverSource Wealth Advisors's MMI Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Marcus & Millichap (MMI) stake by 20% in Q2 2026, buying an estimated $4.53K and bringing the position to 935 shares worth $29.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2167.

EverSource Wealth Advisors first reported a position in MMI in Q4 2023 and has held it in 11 quarters since. 188 funds tracked by Wall St. Rank hold MMI as of Q2 2026.

  • EverSource Wealth Advisors held 935 shares of Marcus & Millichap worth $29.1K as of Q2 2026.
  • EverSource Wealth Advisors bought 158 Marcus & Millichap shares in Q2 2026, an estimated $4.53K.
  • Marcus & Millichap made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #2167 holding.
  • EverSource Wealth Advisors first reported a position in Marcus & Millichap in Q4 2023 and has held it in 11 quarters since.
  • 188 funds tracked by Wall St. Rank held Marcus & Millichap as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.