HWA
MRP

Heartwood Wealth Advisors’s Millrose Properties Inc MRP Stock Holding History

Heartwood Wealth Advisors’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
Q4 		– Sell
-108
Closed -$3.63K – 631
2025
Q3 		$3.63K Buy
+108
New +$3.49K ﹤0.01% 441

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
BWA
Brave Warrior Advisors New York $4.59B AUM 9.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
GA
Greenhaven Associates Purchase, New York $8.66B AUM 17.37% 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
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
CS
Cannell & Spears New York $5.62B AUM 41.25% 1-Year Est. Return

Heartwood Wealth Advisors's MRP Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of Millrose Properties Inc (MRP) in Q4 2025, closing a stake of 108 shares — an estimated $3.63K sold.

Heartwood Wealth Advisors first reported a position in MRP in Q3 2025 and held it in 1 quarter. The position peaked at $3.63K in Q3 2025. 487 funds tracked by Wall St. Rank hold MRP as of Q4 2025.

  • Heartwood Wealth Advisors reported no remaining Millrose Properties Inc position as of Q4 2025 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 108 Millrose Properties Inc shares in Q4 2025, an estimated $3.63K.
  • Heartwood Wealth Advisors first reported a position in Millrose Properties Inc in Q3 2025 and held it in 1 quarter.
  • Heartwood Wealth Advisors's Millrose Properties Inc position peaked at $3.63K in Q3 2025.
  • 487 funds tracked by Wall St. Rank held Millrose Properties Inc as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.