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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
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 $1.66T AUM 25.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Phillips Wealth Planners's RPRX Position: Q1 2026 in Review

Phillips Wealth Planners reduced its Royalty Pharma (RPRX) stake by 15% in Q1 2026, selling an estimated $88.5K and leaving 11,092 shares worth $573K. The position accounts for 0.43% of the portfolio, ranked #71.

Phillips Wealth Planners first reported a position in RPRX in Q1 2024 and has held it in 8 quarters since. 587 funds tracked by Wall St. Rank hold RPRX as of Q1 2026.

  • Phillips Wealth Planners held 11,092 shares of Royalty Pharma worth $573K as of Q1 2026.
  • Phillips Wealth Planners sold 2,021 Royalty Pharma shares in Q1 2026, an estimated $88.5K.
  • Royalty Pharma made up 0.43% of Phillips Wealth Planners's portfolio in Q1 2026, its #71 holding.
  • Phillips Wealth Planners first reported a position in Royalty Pharma in Q1 2024 and has held it in 8 quarters since.
  • 587 funds tracked by Wall St. Rank held Royalty Pharma as of Q1 2026.

Based on Phillips Wealth Planners's 13F filing for Q1 2026, filed 14 May 2026.