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Institute for Wealth Management’s Royalty Pharma RPRX Stock Holding History

Institute for Wealth Management’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 		$94.6K Buy
+1,688
New +$87.9K 0.01% 693
2024
Q4 		– Sell
-9,540
Closed -$270K – 558
2024
Q3 		$270K Sell
9,540
-708
-7% -$19.6K 0.03% 443
2024
Q2 		$270K Hold
10,248
– – 0.04% 409
2024
Q1 		$311K Buy
10,248
+1,807
+21% +$53.3K 0.04% 381
2023
Q4 		$237K Buy
+8,441
New +$232K 0.04% 424

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

Institute for Wealth Management's RPRX Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Royalty Pharma (RPRX) in Q2 2026: 1,688 shares worth $94.6K. The stake represents 0.01% of the portfolio and ranks #693 among its holdings. This is a return to the name: Institute for Wealth Management previously reported a position in RPRX as recently as Q3 2024.

Institute for Wealth Management first reported a position in RPRX in Q4 2023 and has held it in 5 quarters since. The position peaked at $311K in Q1 2024. 647 funds tracked by Wall St. Rank hold RPRX as of Q2 2026.

  • Institute for Wealth Management held 1,688 shares of Royalty Pharma worth $94.6K as of Q2 2026.
  • Royalty Pharma was a new Institute for Wealth Management position in Q2 2026.
  • Royalty Pharma made up 0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #693 holding.
  • Institute for Wealth Management first reported a position in Royalty Pharma in Q4 2023 and has held it in 5 quarters since.
  • Institute for Wealth Management's Royalty Pharma position peaked at $311K in Q1 2024.
  • 647 funds tracked by Wall St. Rank held Royalty Pharma as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.