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Phillips Wealth Planners’s Royalty Pharma RPRX Stock Holding History

Phillips Wealth Planners’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 		$689K Buy
11,929
+837
+8% +$43.6K 0.51% 57
2026
Q1 		$573K Sell
11,092
-2,021
-15% -$88.5K 0.43% 71
2025
Q4 		$521K Buy
13,113
+242
+2% +$9.23K 0.42% 75
2025
Q3 		$465K Sell
12,871
-106
-0.8% -$3.84K 0.39% 82
2025
Q2 		$461K Buy
12,977
+1,926
+17% +$63.8K 0.42% 77
2025
Q1 		$353K Buy
+11,051
New +$350K 0.37% 88
2024
Q4 		– Sell
-8,733
Closed -$246K – 194
2024
Q3 		$246K Buy
8,733
+808
+10% +$22.4K 0.24% 158
2024
Q2 		$204K Sell
7,925
-22
-0.3% -$610 0.21% 174
2024
Q1 		$218K Buy
+7,947
New +$234K 0.25% 158

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

Phillips Wealth Planners's RPRX Position: Q2 2026 in Review

Phillips Wealth Planners increased its Royalty Pharma (RPRX) stake by 7.5% in Q2 2026, buying an estimated $43.6K and bringing the position to 11,929 shares worth $689K. The position accounts for 0.51% of the portfolio, ranked #57.

Phillips Wealth Planners first reported a position in RPRX in Q1 2024 and has held it in 9 quarters since. 645 funds tracked by Wall St. Rank hold RPRX as of Q2 2026.

  • Phillips Wealth Planners held 11,929 shares of Royalty Pharma worth $689K as of Q2 2026.
  • Phillips Wealth Planners bought 837 Royalty Pharma shares in Q2 2026, an estimated $43.6K.
  • Royalty Pharma made up 0.51% of Phillips Wealth Planners's portfolio in Q2 2026, its #57 holding.
  • Phillips Wealth Planners first reported a position in Royalty Pharma in Q1 2024 and has held it in 9 quarters since.
  • 645 funds tracked by Wall St. Rank held Royalty Pharma as of Q2 2026.

Based on Phillips Wealth Planners's 13F filing for Q2 2026, filed 7 Aug 2026.