GA
RPRX icon

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
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

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 $3.37T AUM 44.26% 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

GoalVest Advisory's RPRX Position: Q2 2026 in Review

GoalVest Advisory held its Royalty Pharma (RPRX) position steady in Q2 2026 at 534 shares worth $29.9K. The position accounts for 0.01% of the portfolio, ranked #265.

GoalVest Advisory first reported a position in RPRX in Q4 2025 and has held it in 3 quarters since. 645 funds tracked by Wall St. Rank hold RPRX as of Q2 2026.

  • GoalVest Advisory held 534 shares of Royalty Pharma worth $29.9K as of Q2 2026.
  • GoalVest Advisory left its Royalty Pharma share count unchanged in Q2 2026.
  • Royalty Pharma made up 0.01% of GoalVest Advisory's portfolio in Q2 2026, its #265 holding.
  • GoalVest Advisory first reported a position in Royalty Pharma in Q4 2025 and has held it in 3 quarters since.
  • 645 funds tracked by Wall St. Rank held Royalty Pharma as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.