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Gilpin Wealth Management’s Marcus & Millichap MMI Stock Holding History

Gilpin Wealth 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
Q3 		$370 Hold
13
– – ﹤0.01% 943
2026
Q2 		$406 Hold
13
– – ﹤0.01% 744
2026
Q1 		$346 Buy
+13
New +$342 ﹤0.01% 727

Other funds holding MMI

DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
PCM
Park Capital Management Madison, Wisconsin $197M AUM 77.17% 1-Year Est. Return
AP
Anchyra Partners Atlanta, Georgia $477M AUM 34.33% 1-Year Est. Return
IRC
Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FFO
Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

Gilpin Wealth Management's MMI Position: Q3 2026 in Review

Gilpin Wealth Management held its Marcus & Millichap (MMI) position steady in Q3 2026 at 13 shares worth $370. The position accounts for ﹤0.01% of the portfolio, ranked #943.

Gilpin Wealth Management first reported a position in MMI in Q1 2026 and has held it in 3 quarters since. The position peaked at $406 in Q2 2026. 16 funds tracked by Wall St. Rank hold MMI as of Q3 2026.

  • Gilpin Wealth Management held 13 shares of Marcus & Millichap worth $370 as of Q3 2026.
  • Gilpin Wealth Management left its Marcus & Millichap share count unchanged in Q3 2026.
  • Marcus & Millichap made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q3 2026, its #943 holding.
  • Gilpin Wealth Management first reported a position in Marcus & Millichap in Q1 2026 and has held it in 3 quarters since.
  • Gilpin Wealth Management's Marcus & Millichap position peaked at $406 in Q2 2026.
  • 16 funds tracked by Wall St. Rank held Marcus & Millichap as of Q3 2026.

Based on Gilpin Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.