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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
Q2 		$406 Hold
13
– – ﹤0.01% 744
2026
Q1 		$346 Buy
+13
New +$342 ﹤0.01% 727

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

Gilpin Wealth Management's MMI Position: Q2 2026 in Review

Gilpin Wealth Management held its Marcus & Millichap (MMI) position steady in Q2 2026 at 13 shares worth $406. The position accounts for ﹤0.01% of the portfolio, ranked #744.

Gilpin Wealth Management first reported a position in MMI in Q1 2026 and has held it in 2 quarters since. 188 funds tracked by Wall St. Rank hold MMI as of Q2 2026.

  • Gilpin Wealth Management held 13 shares of Marcus & Millichap worth $406 as of Q2 2026.
  • Gilpin Wealth Management left its Marcus & Millichap share count unchanged in Q2 2026.
  • Marcus & Millichap made up ﹤0.01% of Gilpin Wealth Management's portfolio in Q2 2026, its #744 holding.
  • Gilpin Wealth Management first reported a position in Marcus & Millichap in Q1 2026 and has held it in 2 quarters since.
  • 188 funds tracked by Wall St. Rank held Marcus & Millichap as of Q2 2026.

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