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True Wealth Design’s Marcus & Millichap MMI Stock Holding History

True Wealth Design’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 		$2.4K Buy
77
+41
+114% +$1.18K ﹤0.01% 1616
2026
Q1 		$958 Buy
36
+32
+800% +$842 ﹤0.01% 1812
2025
Q4 		$110 Sell
4
-19
-83% -$550 ﹤0.01% 2324
2025
Q3 		$676 Buy
23
+8
+53% +$251 ﹤0.01% 1903
2025
Q2 		$461 Sell
15
-1
-6% -$30 ﹤0.01% 1778
2025
Q1 		$552 Buy
+16
New +$589 ﹤0.01% 1509

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

True Wealth Design's MMI Position: Q2 2026 in Review

True Wealth Design increased its Marcus & Millichap (MMI) stake by 114% in Q2 2026, buying an estimated $1.18K and bringing the position to 77 shares worth $2.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1616.

True Wealth Design first reported a position in MMI in Q1 2025 and has held it in 6 quarters since. 188 funds tracked by Wall St. Rank hold MMI as of Q2 2026.

  • True Wealth Design held 77 shares of Marcus & Millichap worth $2.4K as of Q2 2026.
  • True Wealth Design bought 41 Marcus & Millichap shares in Q2 2026, an estimated $1.18K.
  • Marcus & Millichap made up ﹤0.01% of True Wealth Design's portfolio in Q2 2026, its #1616 holding.
  • True Wealth Design first reported a position in Marcus & Millichap in Q1 2025 and has held it in 6 quarters since.
  • 188 funds tracked by Wall St. Rank held Marcus & Millichap as of Q2 2026.

Based on True Wealth Design's 13F filing for Q2 2026, filed 16 Jul 2026.