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Rothschild Investment LLC’s Marcus & Millichap MMI Stock Holding History

Rothschild Investment LLC’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 		$15.5K Buy
496
+185
+59% +$5.3K ﹤0.01% 1663
2026
Q1 		$8.27K Buy
311
+288
+1,252% +$7.58K ﹤0.01% 1789
2025
Q4 		$628 Sell
23
-23
-50% -$665 ﹤0.01% 2858
2025
Q3 		$1.35K Buy
46
+6
+15% +$188 ﹤0.01% 2452
2025
Q2 		$1.23K Hold
40
– – ﹤0.01% 2356
2025
Q1 		$1.38K Buy
40
+10
+33% +$368 ﹤0.01% 2141
2024
Q4 		$1.15K Buy
30
+5
+20% +$196 ﹤0.01% 2133
2024
Q3 		$991 Buy
+25
New +$943 ﹤0.01% 2177
2024
Q2 		– Sell
-5
Closed -$171 – 2838
2024
Q1 		$171 Buy
+5
New +$183 ﹤0.01% 1828

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 $3.38T AUM 44.17% 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

Rothschild Investment LLC's MMI Position: Q2 2026 in Review

Rothschild Investment LLC increased its Marcus & Millichap (MMI) stake by 59% in Q2 2026, buying an estimated $5.3K and bringing the position to 496 shares worth $15.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1663.

Rothschild Investment LLC first reported a position in MMI in Q1 2024 and has held it in 9 quarters since. 188 funds tracked by Wall St. Rank hold MMI as of Q2 2026.

  • Rothschild Investment LLC held 496 shares of Marcus & Millichap worth $15.5K as of Q2 2026.
  • Rothschild Investment LLC bought 185 Marcus & Millichap shares in Q2 2026, an estimated $5.3K.
  • Marcus & Millichap made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1663 holding.
  • Rothschild Investment LLC first reported a position in Marcus & Millichap in Q1 2024 and has held it in 9 quarters since.
  • 188 funds tracked by Wall St. Rank held Marcus & Millichap as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.