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Modern Wealth Management’s Royalty Pharma RPRX Stock Holding History

Modern 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 		$238K Sell
4,246
-253
-6% -$13.2K ﹤0.01% 966
2026
Q1 		$218K Buy
+4,499
New +$197K ﹤0.01% 812

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

Modern Wealth Management's RPRX Position: Q2 2026 in Review

Modern Wealth Management reduced its Royalty Pharma (RPRX) stake by 5.6% in Q2 2026, selling an estimated $13.2K and leaving 4,246 shares worth $238K. The position accounts for ﹤0.01% of the portfolio, ranked #966.

Modern Wealth Management first reported a position in RPRX in Q1 2026 and has held it in 2 quarters since. 643 funds tracked by Wall St. Rank hold RPRX as of Q2 2026.

  • Modern Wealth Management held 4,246 shares of Royalty Pharma worth $238K as of Q2 2026.
  • Modern Wealth Management sold 253 Royalty Pharma shares in Q2 2026, an estimated $13.2K.
  • Royalty Pharma made up ﹤0.01% of Modern Wealth Management's portfolio in Q2 2026, its #966 holding.
  • Modern Wealth Management first reported a position in Royalty Pharma in Q1 2026 and has held it in 2 quarters since.
  • 643 funds tracked by Wall St. Rank held Royalty Pharma as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.