EWM
MRP

Evermay Wealth Management’s Millrose Properties Inc MRP Stock Holding History

Evermay Wealth Management’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
2025
Q2 		– Sell
-12
Closed -$319 – 608
2025
Q1 		$319 Buy
+12
New +$281 ﹤0.01% 553

Other funds holding MRP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.59B AUM 9.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
PIP
Permian Investment Partners Dallas, Texas $911M AUM 0.66% 1-Year Est. Return
CS
Cannell & Spears New York $5.62B AUM 41.25% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Evermay Wealth Management's MRP Position: Q2 2025 in Review

Evermay Wealth Management sold out of Millrose Properties Inc (MRP) in Q2 2025, closing a stake of 12 shares — an estimated $319 sold.

Evermay Wealth Management first reported a position in MRP in Q1 2025 and held it in 1 quarter. The position peaked at $319 in Q1 2025. 428 funds tracked by Wall St. Rank hold MRP as of Q2 2025.

  • Evermay Wealth Management reported no remaining Millrose Properties Inc position as of Q2 2025 after selling out during the quarter.
  • Evermay Wealth Management sold 12 Millrose Properties Inc shares in Q2 2025, an estimated $319.
  • Evermay Wealth Management first reported a position in Millrose Properties Inc in Q1 2025 and held it in 1 quarter.
  • Evermay Wealth Management's Millrose Properties Inc position peaked at $319 in Q1 2025.
  • 428 funds tracked by Wall St. Rank held Millrose Properties Inc as of Q2 2025.

Based on Evermay Wealth Management's 13F filing for Q2 2025, filed 30 Jul 2025.