Carson Wealth (CWM LLC)’s Millrose Properties Inc MRP Stock Holding History

Carson Wealth (CWM LLC)’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 Q1	$1.32M	Buy	46,988 +2,132	+5%	+$64.2K	﹤0.01%	1390
2025 Q4	$1.34M	Sell	44,856 -1,697	-4%	-$53.2K	﹤0.01%	1344
2025 Q3	$1.56M	Sell	46,553 -145	-0.3%	-$4.68K	﹤0.01%	1200
2025 Q2	$1.33M	Sell	46,698 -3,809	-8%	-$101K	﹤0.01%	1119
2025 Q1	$1.34M	Buy	+50,507	New	+$1.18M	0.01%	1005

Other funds holding MRP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

BWA

Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Cannell & Spears New York $5.62B AUM 41.25% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Carson Wealth (CWM LLC)'s MRP Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Millrose Properties Inc (MRP) stake by 4.8% in Q1 2026, buying an estimated $64.2K and bringing the position to 46,988 shares worth $1.32M. The position accounts for ﹤0.01% of the portfolio, ranked #1390.

Carson Wealth (CWM LLC) first reported a position in MRP in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.56M in Q3 2025. 483 funds tracked by Wall St. Rank hold MRP as of Q1 2026.

Carson Wealth (CWM LLC) held 46,988 shares of Millrose Properties Inc worth $1.32M as of Q1 2026.
Carson Wealth (CWM LLC) bought 2,132 Millrose Properties Inc shares in Q1 2026, an estimated $64.2K.
Millrose Properties Inc made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1390 holding.
Carson Wealth (CWM LLC) first reported a position in Millrose Properties Inc in Q1 2025 and has held it in 5 quarters since.
Carson Wealth (CWM LLC)'s Millrose Properties Inc position peaked at $1.56M in Q3 2025.
483 funds tracked by Wall St. Rank held Millrose Properties Inc as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.