EverSource Wealth Advisors’s Royalty Pharma RPRX Stock Holding History

EverSource Wealth Advisors’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	$742K	Buy	13,228 +599	+5%	+$31.2K	0.03%	429
2026 Q1	$606K	Buy	12,629 +3,094	+32%	+$136K	0.02%	525
2025 Q4	$368K	Buy	9,535 +1,154	+14%	+$44K	0.01%	657
2025 Q3	$296K	Sell	8,381 -249	-3%	-$9.01K	0.01%	738
2025 Q2	$311K	Buy	8,630 +3,103	+56%	+$103K	0.01%	653
2025 Q1	$172K	Buy	5,527 +1,415	+34%	+$44.9K	0.01%	710
2024 Q4	$105K	Buy	4,112 +818	+25%	+$21.7K	0.01%	888
2024 Q3	$93.2K	Buy	3,294 +596	+22%	+$16.5K	0.01%	814
2024 Q2	$76K	Buy	2,698 +655	+32%	+$18.2K	0.01%	908
2024 Q1	$56.6K	Buy	2,043 +236	+13%	+$6.96K	﹤0.01%	925
2023 Q4	$50.8K	Buy	1,807 +802	+80%	+$22K	﹤0.01%	894
2023 Q3	$27.3K	Buy	1,005 +531	+112%	+$15.8K	﹤0.01%	1020
2023 Q2	$14.5K	Buy	474 +175	+59%	+$5.93K	﹤0.01%	1278
2023 Q1	$10.8K	Buy	299 +259	+648%	+$9.6K	﹤0.01%	1318
2022 Q4	$1.58K	Hold	40	–	–	﹤0.01%	1982
2022 Q3	$2K	Hold	40	–	–	﹤0.01%	1718
2022 Q2	$2K	Hold	40	–	–	﹤0.01%	1555
2022 Q1	$2K	Hold	40	–	–	﹤0.01%	1571
2021 Q4	$2K	Buy	+40	New	+$1.55K	﹤0.01%	1612

Other funds holding RPRX

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

EverSource Wealth Advisors's RPRX Position: Q2 2026 in Review

EverSource Wealth Advisors increased its Royalty Pharma (RPRX) stake by 4.7% in Q2 2026, buying an estimated $31.2K and bringing the position to 13,228 shares worth $742K. The position accounts for 0.03% of the portfolio, ranked #429.

EverSource Wealth Advisors first reported a position in RPRX in Q4 2021 and has held it in 19 quarters since. 646 funds tracked by Wall St. Rank hold RPRX as of Q2 2026.

EverSource Wealth Advisors held 13,228 shares of Royalty Pharma worth $742K as of Q2 2026.
EverSource Wealth Advisors bought 599 Royalty Pharma shares in Q2 2026, an estimated $31.2K.
Royalty Pharma made up 0.03% of EverSource Wealth Advisors's portfolio in Q2 2026, its #429 holding.
EverSource Wealth Advisors first reported a position in Royalty Pharma in Q4 2021 and has held it in 19 quarters since.
646 funds tracked by Wall St. Rank held Royalty Pharma as of Q2 2026.

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