Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Royalty Pharma RPRX Stock Holding History

Kovitz Investment Group Partners’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
2025
Q4 		– Sell
-109,601
Closed -$3.87M – 1138
2025
Q3 		$3.87M Sell
109,601
-4,338
-4% -$157K 0.02% 514
2025
Q2 		$4.11M Sell
113,939
-5,822
-5% -$193K 0.02% 480
2025
Q1 		$3.73M Sell
119,761
-7,573
-6% -$240K 0.02% 457
2024
Q4 		$3.25M Buy
127,334
+8,580
+7% +$228K 0.02% 485
2024
Q3 		$3.34M Sell
118,754
-50,665
-30% -$1.4M 0.02% 409
2024
Q2 		$4.47M Buy
169,419
+61,661
+57% +$1.71M 0.04% 302
2024
Q1 		$3.27M Buy
107,758
+23,712
+28% +$699K 0.04% 250
2023
Q4 		$2.36M Sell
84,046
-16,620
-17% -$457K 0.04% 226
2023
Q3 		$2.73M Buy
100,666
+34,559
+52% +$1.03M 0.05% 205
2023
Q2 		$2.03M Sell
66,107
-7,725
-10% -$262K 0.03% 240
2023
Q1 		$2.66M Sell
73,832
-3,810
-5% -$141K 0.05% 219
2022
Q4 		$3.07M Sell
77,642
-5,521
-7% -$230K 0.06% 202
2022
Q3 		$3.34M Sell
83,163
-6,435
-7% -$275K 0.08% 186
2022
Q2 		$3.77M Sell
89,598
-29,701
-25% -$1.22M 0.08% 187
2022
Q1 		$4.65M Buy
119,299
+60,994
+105% +$2.4M 0.09% 172
2021
Q4 		$2.92M Sell
58,305
-71,692
-55% -$2.79M 0.07% 176
2021
Q3 		$4.7M Buy
129,997
+33,140
+34% +$1.29M 0.09% 151
2021
Q2 		$3.97M Buy
96,857
+38,364
+66% +$1.63M 0.08% 176
2021
Q1 		$2.55M Buy
58,493
+313
+0.5% +$14.8K 0.06% 200
2020
Q4 		$2.91M Buy
58,180
+34,095
+142% +$1.45M 0.07% 172
2020
Q3 		$1.01M Buy
+24,085
New +$1.03M 0.03% 255

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Kovitz Investment Group Partners's RPRX Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Royalty Pharma (RPRX) in Q4 2025, closing a stake of 109,601 shares — an estimated $3.87M sold.

Kovitz Investment Group Partners first reported a position in RPRX in Q3 2020 and held it in 21 quarters. The position peaked at $4.7M in Q3 2021. 539 funds tracked by Wall St. Rank hold RPRX as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Royalty Pharma position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 109,601 Royalty Pharma shares in Q4 2025, an estimated $3.87M.
  • Kovitz Investment Group Partners first reported a position in Royalty Pharma in Q3 2020 and held it in 21 quarters.
  • Kovitz Investment Group Partners's Royalty Pharma position peaked at $4.7M in Q3 2021.
  • 539 funds tracked by Wall St. Rank held Royalty Pharma as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.