HWA
MRP

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

Heritage 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
2026
Q1 		$2.32K Sell
83
-83
-50% -$2.5K ﹤0.01% 619
2025
Q4 		$4.96K Hold
166
– – ﹤0.01% 496
2025
Q3 		$5.58K Hold
166
– – ﹤0.01% 467
2025
Q2 		$4.73K Hold
166
– – ﹤0.01% 466
2025
Q1 		$4.4K Buy
+166
New +$3.89K ﹤0.01% 462

Other funds holding MRP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
PIP
Permian Investment Partners Dallas, Texas $905M AUM 13.43% 1-Year Est. Return
CS
Cannell & Spears New York $5.1B AUM 31.77% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Heritage Wealth Advisors's MRP Position: Q1 2026 in Review

Heritage Wealth Advisors reduced its Millrose Properties Inc (MRP) stake by 50% in Q1 2026, selling an estimated $2.5K and leaving 83 shares worth $2.32K. The position accounts for ﹤0.01% of the portfolio, ranked #619.

Heritage Wealth Advisors first reported a position in MRP in Q1 2025 and has held it in 5 quarters since. The position peaked at $5.58K in Q3 2025. 481 funds tracked by Wall St. Rank hold MRP as of Q1 2026.

  • Heritage Wealth Advisors held 83 shares of Millrose Properties Inc worth $2.32K as of Q1 2026.
  • Heritage Wealth Advisors sold 83 Millrose Properties Inc shares in Q1 2026, an estimated $2.5K.
  • Millrose Properties Inc made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #619 holding.
  • Heritage Wealth Advisors first reported a position in Millrose Properties Inc in Q1 2025 and has held it in 5 quarters since.
  • Heritage Wealth Advisors's Millrose Properties Inc position peaked at $5.58K in Q3 2025.
  • 481 funds tracked by Wall St. Rank held Millrose Properties Inc as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.