MassMutual Private Wealth & Trust’s Marcus & Millichap MMI Stock Holding History

MassMutual Private Wealth & Trust’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	$468	Hold	15	–	–	﹤0.01%	2280
2026 Q1	$399	Buy	+15	New	+$395	﹤0.01%	2263
2025 Q2	–	Sell	-60	Closed	-$2.07K	–	2444
2025 Q1	$2.07K	Hold	60	–	–	﹤0.01%	1909
2024 Q4	$2.3K	Hold	60	–	–	﹤0.01%	1792
2024 Q3	$2.38K	Buy	60 +24	+67%	+$906	﹤0.01%	1610
2024 Q2	$1.14K	Buy	36 +12	+50%	+$388	﹤0.01%	1783
2024 Q1	$820	Buy	+24	New	+$879	﹤0.01%	1753
2023 Q4	–	Sell	-57	Closed	-$1.67K	–	2034
2023 Q3	$1.67K	Hold	57	–	–	﹤0.01%	1548
2023 Q2	$1.8K	Buy	57 +17	+43%	+$525	﹤0.01%	1504
2023 Q1	$1.28K	Buy	+40	New	+$1.39K	﹤0.01%	1542
2022 Q4	–	Sell	-114	Closed	-$4K	–	1769
2022 Q3	$4K	Hold	114	–	–	﹤0.01%	1024
2022 Q2	$4K	Sell	114 -23	-17%	-$1K	﹤0.01%	976
2022 Q1	$7K	Hold	137	–	–	﹤0.01%	839
2021 Q4	$7K	Hold	137	–	–	﹤0.01%	820
2021 Q3	$6K	Buy	137 +81	+145%	+$3.14K	﹤0.01%	833
2021 Q2	$2K	Buy	+56	New	+$2.1K	﹤0.01%	1033
2021 Q1	–	Sell	-133	Closed	-$5K	–	1153
2020 Q4	$5K	Buy	+133	New	+$4.51K	﹤0.01%	685

Other funds holding MMI

TCM

Tributary Capital Management Omaha, Nebraska $1.22B AUM 44.12% 1-Year Est. Return

Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

CCIA

Campbell & Co Investment Adviser Baltimore, Maryland $1.91B AUM 17.57% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

MassMutual Private Wealth & Trust's MMI Position: Q2 2026 in Review

MassMutual Private Wealth & Trust held its Marcus & Millichap (MMI) position steady in Q2 2026 at 15 shares worth $468. The position accounts for ﹤0.01% of the portfolio, ranked #2280.

MassMutual Private Wealth & Trust first reported a position in MMI in Q4 2020 and has held it in 17 quarters since. The position peaked at $7K in Q1 2022. 44 funds tracked by Wall St. Rank hold MMI as of Q2 2026.

MassMutual Private Wealth & Trust held 15 shares of Marcus & Millichap worth $468 as of Q2 2026.
MassMutual Private Wealth & Trust left its Marcus & Millichap share count unchanged in Q2 2026.
Marcus & Millichap made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #2280 holding.
MassMutual Private Wealth & Trust first reported a position in Marcus & Millichap in Q4 2020 and has held it in 17 quarters since.
MassMutual Private Wealth & Trust's Marcus & Millichap position peaked at $7K in Q1 2022.
44 funds tracked by Wall St. Rank held Marcus & Millichap as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.