Root Financial Partners’s Millrose Properties Inc MRP Stock Holding History

Root Financial Partners’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	–	Sell	-840	Closed	-$23.5K	–	3399
2026 Q1	$23.5K	Sell	840 -181	-18%	-$5.45K	﹤0.01%	1228
2025 Q4	$30.5K	Buy	1,021 +989	+3,091%	+$31K	﹤0.01%	942
2025 Q3	$1.08K	Buy	+32	New	+$1.03K	﹤0.01%	2042

Other funds holding MRP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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) 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 Oslo, Norway $1T AUM

Cannell & Spears New York $5.62B AUM 41.25% 1-Year Est. Return

Root Financial Partners's MRP Position: Q2 2026 in Review

Root Financial Partners sold out of Millrose Properties Inc (MRP) in Q2 2026, closing a stake of 840 shares — an estimated $23.5K sold.

Root Financial Partners first reported a position in MRP in Q3 2025 and held it in 3 quarters. The position peaked at $30.5K in Q4 2025. 523 funds tracked by Wall St. Rank hold MRP as of Q2 2026.

Root Financial Partners reported no remaining Millrose Properties Inc position as of Q2 2026 after selling out during the quarter.
Root Financial Partners sold 840 Millrose Properties Inc shares in Q2 2026, an estimated $23.5K.
Root Financial Partners first reported a position in Millrose Properties Inc in Q3 2025 and held it in 3 quarters.
Root Financial Partners's Millrose Properties Inc position peaked at $30.5K in Q4 2025.
523 funds tracked by Wall St. Rank held Millrose Properties Inc as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.