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Bogart Wealth LLC’s Royalty Pharma RPRX Stock Holding History

Bogart Wealth LLC’s Portfolio RPRX Stock Details RPRX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$10.4K Sell
186
-18
-9% -$937 ﹤0.01% 992
2026
Q1 		$9.79K Buy
204
+4
+2% +$175 ﹤0.01% 909
2025
Q4 		$7.73K Hold
200
– – ﹤0.01% 909
2025
Q3 		$7.06K Hold
200
– – ﹤0.01% 900
2025
Q2 		$7.21K Hold
200
– – ﹤0.01% 859
2025
Q1 		$6.23K Hold
200
– – ﹤0.01% 865
2024
Q4 		$5.1K Hold
200
– – ﹤0.01% 878
2024
Q3 		$5.66K Buy
+200
New +$5.54K ﹤0.01% 806

Other funds holding RPRX

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bogart Wealth LLC's RPRX Position: Q2 2026 in Review

Bogart Wealth LLC reduced its Royalty Pharma (RPRX) stake by 8.8% in Q2 2026, selling an estimated $937 and leaving 186 shares worth $10.4K. The position accounts for ﹤0.01% of the portfolio, ranked #992.

Bogart Wealth LLC first reported a position in RPRX in Q3 2024 and has held it in 8 quarters since. 647 funds tracked by Wall St. Rank hold RPRX as of Q2 2026.

  • Bogart Wealth LLC held 186 shares of Royalty Pharma worth $10.4K as of Q2 2026.
  • Bogart Wealth LLC sold 18 Royalty Pharma shares in Q2 2026, an estimated $937.
  • Royalty Pharma made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #992 holding.
  • Bogart Wealth LLC first reported a position in Royalty Pharma in Q3 2024 and has held it in 8 quarters since.
  • 647 funds tracked by Wall St. Rank held Royalty Pharma as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.