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PDS Planning’s Royalty Pharma RPRX Stock Holding History

PDS Planning’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 		$284K Buy
5,059
+7
+0.1% +$364 0.02% 445
2026
Q1 		$242K Buy
+5,052
New +$221K 0.02% 451
2025
Q4 		– Sell
-6,662
Closed -$235K – 569
2025
Q3 		$235K Sell
6,662
-75
-1% -$2.71K 0.02% 447
2025
Q2 		$243K Buy
6,737
+134
+2% +$4.44K 0.02% 422
2025
Q1 		$206K Buy
+6,603
New +$209K 0.02% 432

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

PDS Planning's RPRX Position: Q2 2026 in Review

PDS Planning increased its Royalty Pharma (RPRX) stake by 0.14% in Q2 2026, buying an estimated $364 and bringing the position to 5,059 shares worth $284K. The position accounts for 0.02% of the portfolio, ranked #445.

PDS Planning first reported a position in RPRX in Q1 2025 and has held it in 5 quarters since. 642 funds tracked by Wall St. Rank hold RPRX as of Q2 2026.

  • PDS Planning held 5,059 shares of Royalty Pharma worth $284K as of Q2 2026.
  • PDS Planning bought 7 Royalty Pharma shares in Q2 2026, an estimated $364.
  • Royalty Pharma made up 0.02% of PDS Planning's portfolio in Q2 2026, its #445 holding.
  • PDS Planning first reported a position in Royalty Pharma in Q1 2025 and has held it in 5 quarters since.
  • 642 funds tracked by Wall St. Rank held Royalty Pharma as of Q2 2026.

Based on PDS Planning's 13F filing for Q2 2026, filed 5 Aug 2026.