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

Wealth Preservation 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 		– Sell
-40
Closed -$1.06K – 600
2026
Q1 		$1.06K Buy
+40
New +$1.05K ﹤0.01% 685

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

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

Wealth Preservation Advisors sold out of Marcus & Millichap (MMI) in Q2 2026, closing a stake of 40 shares — an estimated $1.06K sold.

Wealth Preservation Advisors first reported a position in MMI in Q1 2026 and held it in 1 quarter. The position peaked at $1.06K in Q1 2026. 188 funds tracked by Wall St. Rank hold MMI as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining Marcus & Millichap position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 40 Marcus & Millichap shares in Q2 2026, an estimated $1.06K.
  • Wealth Preservation Advisors first reported a position in Marcus & Millichap in Q1 2026 and held it in 1 quarter.
  • Wealth Preservation Advisors's Marcus & Millichap position peaked at $1.06K in Q1 2026.
  • 188 funds tracked by Wall St. Rank held Marcus & Millichap as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.