LWM
MRP

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

Lodestone 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
2026
Q2 		$1.17K Sell
39
-141
-78% -$4.08K ﹤0.01% 721
2026
Q1 		$5.04K Hold
180
– – ﹤0.01% 584
2025
Q4 		$5.38K Buy
+180
New +$5.65K ﹤0.01% 575
2025
Q2 		– Sell
-8,108
Closed -$215K – 172
2025
Q1 		$215K Buy
+8,108
New +$190K 0.11% 149

Other funds holding MRP

GHAM
Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
PCM
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Lodestone Wealth Management's MRP Position: Q2 2026 in Review

Lodestone Wealth Management reduced its Millrose Properties Inc (MRP) stake by 78% in Q2 2026, selling an estimated $4.08K and leaving 39 shares worth $1.17K. The position accounts for ﹤0.01% of the portfolio, ranked #721.

Lodestone Wealth Management first reported a position in MRP in Q1 2025 and has held it in 4 quarters since. The position peaked at $215K in Q1 2025. 172 funds tracked by Wall St. Rank hold MRP as of Q2 2026.

  • Lodestone Wealth Management held 39 shares of Millrose Properties Inc worth $1.17K as of Q2 2026.
  • Lodestone Wealth Management sold 141 Millrose Properties Inc shares in Q2 2026, an estimated $4.08K.
  • Millrose Properties Inc made up ﹤0.01% of Lodestone Wealth Management's portfolio in Q2 2026, its #721 holding.
  • Lodestone Wealth Management first reported a position in Millrose Properties Inc in Q1 2025 and has held it in 4 quarters since.
  • Lodestone Wealth Management's Millrose Properties Inc position peaked at $215K in Q1 2025.
  • 172 funds tracked by Wall St. Rank held Millrose Properties Inc as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.