Creative Planning’s Royalty Pharma RPRX Stock Holding History

Creative Planning’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 Q1	$5.06M	Buy	105,446 +40,921	+63%	+$1.79M	﹤0.01%	1190
2025 Q4	$2.49M	Buy	64,525 +4,654	+8%	+$177K	﹤0.01%	1542
2025 Q3	$2.11M	Buy	59,871 +7,318	+14%	+$265K	﹤0.01%	1500
2025 Q2	$1.89M	Buy	52,553 +9,718	+23%	+$322K	﹤0.01%	1364
2025 Q1	$1.33M	Buy	42,835 +9,521	+29%	+$302K	﹤0.01%	1492
2024 Q4	$850K	Buy	33,314 +13,403	+67%	+$355K	﹤0.01%	1769
2024 Q3	$563K	Sell	19,911 -79	-0.4%	-$2.19K	﹤0.01%	1992
2024 Q2	$527K	Sell	19,990 -17,131	-46%	-$475K	﹤0.01%	1903
2024 Q1	$1.13M	Buy	37,121 +1,372	+4%	+$40.4K	﹤0.01%	1261
2023 Q4	$1M	Buy	35,749 +12,683	+55%	+$349K	﹤0.01%	1228
2023 Q3	$626K	Buy	+23,066	New	+$685K	﹤0.01%	1417

Other funds holding RPRX

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Creative Planning's RPRX Position: Q1 2026 in Review

Creative Planning increased its Royalty Pharma (RPRX) stake by 63% in Q1 2026, buying an estimated $1.79M and bringing the position to 105,446 shares worth $5.06M. The position accounts for ﹤0.01% of the portfolio, ranked #1190.

Creative Planning first reported a position in RPRX in Q3 2023 and has held it in 11 quarters since. 587 funds tracked by Wall St. Rank hold RPRX as of Q1 2026.

Creative Planning held 105,446 shares of Royalty Pharma worth $5.06M as of Q1 2026.
Creative Planning bought 40,921 Royalty Pharma shares in Q1 2026, an estimated $1.79M.
Royalty Pharma made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1190 holding.
Creative Planning first reported a position in Royalty Pharma in Q3 2023 and has held it in 11 quarters since.
587 funds tracked by Wall St. Rank held Royalty Pharma as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.