CT
MRP

Caldwell Trust’s Millrose Properties Inc MRP Stock Holding History

Caldwell Trust’s Portfolio MRP Stock Details MRP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$3.61K Hold
120
– – ﹤0.01% 742
2026
Q1 		$3.36K Hold
120
– – ﹤0.01% 734
2025
Q4 		$3.58K Sell
120
-38
-24% -$1.19K ﹤0.01% 705
2025
Q3 		$5.31K Sell
158
-67
-30% -$2.17K ﹤0.01% 689
2025
Q2 		$6.42K Sell
225
-47
-17% -$1.24K ﹤0.01% 675
2025
Q1 		$7.21K Buy
+272
New +$6.37K ﹤0.01% 664

Other funds holding MRP

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
BWA
Brave Warrior Advisors New York $4.59B AUM 9.32% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
PIP
Permian Investment Partners Dallas, Texas $911M AUM 0.66% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
CS
Cannell & Spears New York $5.62B AUM 41.25% 1-Year Est. Return

Caldwell Trust's MRP Position: Q2 2026 in Review

Caldwell Trust held its Millrose Properties Inc (MRP) position steady in Q2 2026 at 120 shares worth $3.61K. The position accounts for ﹤0.01% of the portfolio, ranked #742.

Caldwell Trust first reported a position in MRP in Q1 2025 and has held it in 6 quarters since. The position peaked at $7.21K in Q1 2025. 524 funds tracked by Wall St. Rank hold MRP as of Q2 2026.

  • Caldwell Trust held 120 shares of Millrose Properties Inc worth $3.61K as of Q2 2026.
  • Caldwell Trust left its Millrose Properties Inc share count unchanged in Q2 2026.
  • Millrose Properties Inc made up ﹤0.01% of Caldwell Trust's portfolio in Q2 2026, its #742 holding.
  • Caldwell Trust first reported a position in Millrose Properties Inc in Q1 2025 and has held it in 6 quarters since.
  • Caldwell Trust's Millrose Properties Inc position peaked at $7.21K in Q1 2025.
  • 524 funds tracked by Wall St. Rank held Millrose Properties Inc as of Q2 2026.

Based on Caldwell Trust's 13F filing for Q2 2026, filed 3 Aug 2026.