GoalVest Advisory
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GoalVest Advisory’s Royalty Pharma RPRX Stock Holding History

GoalVest Advisory’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
Q3 		$31.2K Hold
534
– – 0.01% 276
2026
Q2 		$29.9K Hold
534
– – 0.01% 265
2026
Q1 		$25.6K Hold
534
– – 0.01% 304
2025
Q4 		$20.6K Buy
+534
New +$20.4K ﹤0.01% 351

Other funds holding RPRX

Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $127B AUM 33.25% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
New South Capital Management
New South Capital Management Memphis, Tennessee $1.53B AUM 36.31% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $72.4B AUM 24.61% 1-Year Est. Return

GoalVest Advisory's RPRX Position: Q3 2026 in Review

GoalVest Advisory held its Royalty Pharma (RPRX) position steady in Q3 2026 at 534 shares worth $31.2K. The position accounts for 0.01% of the portfolio, ranked #276.

GoalVest Advisory first reported a position in RPRX in Q4 2025 and has held it in 4 quarters since. 347 funds tracked by Wall St. Rank hold RPRX as of Q3 2026.

  • GoalVest Advisory held 534 shares of Royalty Pharma worth $31.2K as of Q3 2026.
  • GoalVest Advisory left its Royalty Pharma share count unchanged in Q3 2026.
  • Royalty Pharma made up 0.01% of GoalVest Advisory's portfolio in Q3 2026, its #276 holding.
  • GoalVest Advisory first reported a position in Royalty Pharma in Q4 2025 and has held it in 4 quarters since.
  • 347 funds tracked by Wall St. Rank held Royalty Pharma as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.