Wealth Enhancement Advisory Services
MMI icon

Wealth Enhancement Advisory Services’s Marcus & Millichap MMI Stock Holding History

Wealth Enhancement Advisory Services’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 		$429K Buy
14,905
+4
+0% +$124 ﹤0.01% 2986
2026
Q2 		$457K Buy
+14,901
New +$427K ﹤0.01% 2768

Other funds holding MMI

DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
PCM
Park Capital Management Madison, Wisconsin $197M AUM 77.17% 1-Year Est. Return
AP
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
GI
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
EP
Essential Partners Rancho Santa Fe, California $219M AUM 37.92% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Wealth Enhancement Advisory Services's MMI Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Marcus & Millichap (MMI) stake by 0.03% in Q3 2026, buying an estimated $124 and bringing the position to 14,905 shares worth $429K. The position accounts for ﹤0.01% of the portfolio, ranked #2986.

Wealth Enhancement Advisory Services first reported a position in MMI in Q2 2026 and has held it in 2 quarters since. The position peaked at $457K in Q2 2026. 16 funds tracked by Wall St. Rank hold MMI as of Q3 2026.

  • Wealth Enhancement Advisory Services held 14,905 shares of Marcus & Millichap worth $429K as of Q3 2026.
  • Wealth Enhancement Advisory Services bought 4 Marcus & Millichap shares in Q3 2026, an estimated $124.
  • Marcus & Millichap made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #2986 holding.
  • Wealth Enhancement Advisory Services first reported a position in Marcus & Millichap in Q2 2026 and has held it in 2 quarters since.
  • Wealth Enhancement Advisory Services's Marcus & Millichap position peaked at $457K in Q2 2026.
  • 16 funds tracked by Wall St. Rank held Marcus & Millichap as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.