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

GHAM

Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return

PCM

Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

CAMG

CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return

PDN

Pensionfund DSM Netherlands Sittard, Netherlands $194M AUM 19.57% 1-Year Est. Return

MIM

Montgomery Investment Management Rockville, Maryland $330M AUM 40.79% 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. 78 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.
78 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.