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Physician Wealth Advisors’s Marcus & Millichap MMI Stock Holding History

Physician Wealth Advisors’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 		$562 Sell
18
-18
-50% -$516 ﹤0.01% 2060
2026
Q1 		$958 Buy
+36
New +$947 ﹤0.01% 1716
2025
Q2 		– Sell
-19
Closed -$655 – 1914
2025
Q1 		$655 Buy
+19
New +$700 ﹤0.01% 1306

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

Physician Wealth Advisors's MMI Position: Q2 2026 in Review

Physician Wealth Advisors reduced its Marcus & Millichap (MMI) stake by 50% in Q2 2026, selling an estimated $516 and leaving 18 shares worth $562. The position accounts for ﹤0.01% of the portfolio, ranked #2060.

Physician Wealth Advisors first reported a position in MMI in Q1 2025 and has held it in 3 quarters since. The position peaked at $958 in Q1 2026. 189 funds tracked by Wall St. Rank hold MMI as of Q2 2026.

  • Physician Wealth Advisors held 18 shares of Marcus & Millichap worth $562 as of Q2 2026.
  • Physician Wealth Advisors sold 18 Marcus & Millichap shares in Q2 2026, an estimated $516.
  • Marcus & Millichap made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #2060 holding.
  • Physician Wealth Advisors first reported a position in Marcus & Millichap in Q1 2025 and has held it in 3 quarters since.
  • Physician Wealth Advisors's Marcus & Millichap position peaked at $958 in Q1 2026.
  • 189 funds tracked by Wall St. Rank held Marcus & Millichap as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.