PWPS
MRP

Pinnacle Wealth Planning Services’s Millrose Properties Inc MRP Stock Holding History

Pinnacle Wealth Planning Services’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 		$109K Sell
3,642
-4,014
-52% -$116K 0.01% 819
2026
Q1 		$214K Buy
7,656
+60
+0.8% +$1.81K 0.02% 455
2025
Q4 		$227K Buy
7,596
+157
+2% +$4.92K 0.02% 427
2025
Q3 		$250K Buy
+7,439
New +$240K 0.03% 377

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

Pinnacle Wealth Planning Services's MRP Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Millrose Properties Inc (MRP) stake by 52% in Q2 2026, selling an estimated $116K and leaving 3,642 shares worth $109K. The position accounts for 0.01% of the portfolio, ranked #819.

Pinnacle Wealth Planning Services first reported a position in MRP in Q3 2025 and has held it in 4 quarters since. The position peaked at $250K in Q3 2025. 523 funds tracked by Wall St. Rank hold MRP as of Q2 2026.

  • Pinnacle Wealth Planning Services held 3,642 shares of Millrose Properties Inc worth $109K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 4,014 Millrose Properties Inc shares in Q2 2026, an estimated $116K.
  • Millrose Properties Inc made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #819 holding.
  • Pinnacle Wealth Planning Services first reported a position in Millrose Properties Inc in Q3 2025 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Millrose Properties Inc position peaked at $250K in Q3 2025.
  • 523 funds tracked by Wall St. Rank held Millrose Properties Inc as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.