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
Q2 		$2.49K Hold
83
– – ﹤0.01% 620
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 $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

Heritage Wealth Advisors's MRP Position: Q2 2026 in Review

Heritage Wealth Advisors held its Millrose Properties Inc (MRP) position steady in Q2 2026 at 83 shares worth $2.49K. The position accounts for ﹤0.01% of the portfolio, ranked #620.

Heritage Wealth Advisors first reported a position in MRP in Q1 2025 and has held it in 6 quarters since. The position peaked at $5.58K in Q3 2025. 523 funds tracked by Wall St. Rank hold MRP as of Q2 2026.

  • Heritage Wealth Advisors held 83 shares of Millrose Properties Inc worth $2.49K as of Q2 2026.
  • Heritage Wealth Advisors left its Millrose Properties Inc share count unchanged in Q2 2026.
  • Millrose Properties Inc made up ﹤0.01% of Heritage Wealth Advisors's portfolio in Q2 2026, its #620 holding.
  • Heritage Wealth Advisors first reported a position in Millrose Properties Inc in Q1 2025 and has held it in 6 quarters since.
  • Heritage Wealth Advisors's Millrose Properties Inc position peaked at $5.58K in Q3 2025.
  • 523 funds tracked by Wall St. Rank held Millrose Properties Inc as of Q2 2026.

Based on Heritage Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.