PFA
MRP

Peak Financial Advisors’s Millrose Properties Inc MRP Stock Holding History

Peak Financial 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 		$440K Buy
14,653
+310
+2% +$8.97K 0.18% 66
2026
Q1 		$402K Buy
14,343
+722
+5% +$21.7K 0.18% 64
2025
Q4 		$407K Buy
13,621
+1,373
+11% +$43.1K 0.18% 80
2025
Q3 		$412K Buy
12,248
+771
+7% +$24.9K 0.2% 78
2025
Q2 		$327K Buy
+11,477
New +$303K 0.17% 82

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

Peak Financial Advisors's MRP Position: Q2 2026 in Review

Peak Financial Advisors increased its Millrose Properties Inc (MRP) stake by 2.2% in Q2 2026, buying an estimated $8.97K and bringing the position to 14,653 shares worth $440K. The position accounts for 0.18% of the portfolio, ranked #66.

Peak Financial Advisors first reported a position in MRP in Q2 2025 and has held it in 5 quarters since. 523 funds tracked by Wall St. Rank hold MRP as of Q2 2026.

  • Peak Financial Advisors held 14,653 shares of Millrose Properties Inc worth $440K as of Q2 2026.
  • Peak Financial Advisors bought 310 Millrose Properties Inc shares in Q2 2026, an estimated $8.97K.
  • Millrose Properties Inc made up 0.18% of Peak Financial Advisors's portfolio in Q2 2026, its #66 holding.
  • Peak Financial Advisors first reported a position in Millrose Properties Inc in Q2 2025 and has held it in 5 quarters since.
  • 523 funds tracked by Wall St. Rank held Millrose Properties Inc as of Q2 2026.

Based on Peak Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.