ORG Wealth Partners’s Marcus & Millichap MMI Stock Holding History

ORG Wealth Partners’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	$455	Buy	+16	New	+$498	﹤0.01%	2105

Other funds holding MMI

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Tributary Capital Management Omaha, Nebraska $1.09B AUM 35.37% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Royce & Associates New York $11B AUM 39.4% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $123B AUM 30.05% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

ORG Wealth Partners's MMI Position: Q3 2026 in Review

ORG Wealth Partners opened a new position in Marcus & Millichap (MMI) in Q3 2026: 16 shares worth $455. The stake represents ﹤0.01% of the portfolio and ranks #2105 among its holdings.

142 funds tracked by Wall St. Rank hold MMI as of Q3 2026.

ORG Wealth Partners held 16 shares of Marcus & Millichap worth $455 as of Q3 2026.
Marcus & Millichap was a new ORG Wealth Partners position in Q3 2026.
Marcus & Millichap made up ﹤0.01% of ORG Wealth Partners's portfolio in Q3 2026, its #2105 holding.
142 funds tracked by Wall St. Rank held Marcus & Millichap as of Q3 2026.

Based on ORG Wealth Partners's 13F filing for Q3 2026, filed 3 Nov 2026.