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
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 $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

Pinnacle Wealth Planning Services's MRP Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Millrose Properties Inc (MRP) stake by 0.79% in Q1 2026, buying an estimated $1.81K and bringing the position to 7,656 shares worth $214K. The position accounts for 0.02% of the portfolio, ranked #455.

Pinnacle Wealth Planning Services first reported a position in MRP in Q3 2025 and has held it in 3 quarters since. The position peaked at $250K in Q3 2025. 481 funds tracked by Wall St. Rank hold MRP as of Q1 2026.

  • Pinnacle Wealth Planning Services held 7,656 shares of Millrose Properties Inc worth $214K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 60 Millrose Properties Inc shares in Q1 2026, an estimated $1.81K.
  • Millrose Properties Inc made up 0.02% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #455 holding.
  • Pinnacle Wealth Planning Services first reported a position in Millrose Properties Inc in Q3 2025 and has held it in 3 quarters since.
  • Pinnacle Wealth Planning Services's Millrose Properties Inc position peaked at $250K in Q3 2025.
  • 481 funds tracked by Wall St. Rank held Millrose Properties Inc as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.