LWM
MRP

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

Lyell 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
Q1 		– Sell
-15,185
Closed -$454K – 225
2025
Q4 		$454K Sell
15,185
-8,542
-36% -$268K 0.03% 155
2025
Q3 		$797K Sell
23,727
-2,150
-8% -$69.5K 0.06% 128
2025
Q2 		$738K Sell
25,877
-14,182
-35% -$375K 0.06% 132
2025
Q1 		$1.06M Buy
+40,059
New +$938K 0.1% 118

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

Lyell Wealth Management's MRP Position: Q1 2026 in Review

Lyell Wealth Management sold out of Millrose Properties Inc (MRP) in Q1 2026, closing a stake of 15,185 shares — an estimated $454K sold.

Lyell Wealth Management first reported a position in MRP in Q1 2025 and held it in 4 quarters. The position peaked at $1.06M in Q1 2025. 482 funds tracked by Wall St. Rank hold MRP as of Q1 2026.

  • Lyell Wealth Management reported no remaining Millrose Properties Inc position as of Q1 2026 after selling out during the quarter.
  • Lyell Wealth Management sold 15,185 Millrose Properties Inc shares in Q1 2026, an estimated $454K.
  • Lyell Wealth Management first reported a position in Millrose Properties Inc in Q1 2025 and held it in 4 quarters.
  • Lyell Wealth Management's Millrose Properties Inc position peaked at $1.06M in Q1 2025.
  • 482 funds tracked by Wall St. Rank held Millrose Properties Inc as of Q1 2026.

Based on Lyell Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.