NewSquare Capital’s Marcus & Millichap MMI Stock Holding History

NewSquare Capital’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
2025 Q3	–	Sell	-20	Closed	-$614	–	814
2025 Q2	$614	Buy	+20	New	+$607	﹤0.01%	1114

Other funds holding MMI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return

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

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

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

TCM

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

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

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

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

NewSquare Capital's MMI Position: Q3 2025 in Review

NewSquare Capital sold out of Marcus & Millichap (MMI) in Q3 2025, closing a stake of 20 shares — an estimated $614 sold.

NewSquare Capital first reported a position in MMI in Q2 2025 and held it in 1 quarter. The position peaked at $614 in Q2 2025. 175 funds tracked by Wall St. Rank hold MMI as of Q3 2025.

NewSquare Capital reported no remaining Marcus & Millichap position as of Q3 2025 after selling out during the quarter.
NewSquare Capital sold 20 Marcus & Millichap shares in Q3 2025, an estimated $614.
NewSquare Capital first reported a position in Marcus & Millichap in Q2 2025 and held it in 1 quarter.
NewSquare Capital's Marcus & Millichap position peaked at $614 in Q2 2025.
175 funds tracked by Wall St. Rank held Marcus & Millichap as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.