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 Q3	$2.19K	Hold	77	–	–	﹤0.01%	1649
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

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

PCM

Park Capital Management Madison, Wisconsin $197M AUM 77.17% 1-Year Est. Return

Anchyra Partners Atlanta, Georgia $477M AUM 34.33% 1-Year Est. Return

IRC

Investors Research Corp Atlanta, Georgia $569M AUM 15.41% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

FFO

Fortitude Family Office Scottsdale, Arizona $586M AUM 20.58% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return

Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return

True Wealth Design's MMI Position: Q3 2026 in Review

True Wealth Design held its Marcus & Millichap (MMI) position steady in Q3 2026 at 77 shares worth $2.19K. The position accounts for ﹤0.01% of the portfolio, ranked #1649.

True Wealth Design first reported a position in MMI in Q1 2025 and has held it in 7 quarters since. The position peaked at $2.4K in Q2 2026. 16 funds tracked by Wall St. Rank hold MMI as of Q3 2026.

True Wealth Design held 77 shares of Marcus & Millichap worth $2.19K as of Q3 2026.
True Wealth Design left its Marcus & Millichap share count unchanged in Q3 2026.
Marcus & Millichap made up ﹤0.01% of True Wealth Design's portfolio in Q3 2026, its #1649 holding.
True Wealth Design first reported a position in Marcus & Millichap in Q1 2025 and has held it in 7 quarters since.
True Wealth Design's Marcus & Millichap position peaked at $2.4K in Q2 2026.
16 funds tracked by Wall St. Rank held Marcus & Millichap as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.