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Pinnacle Wealth Planning Services’s Royalty Pharma RPRX Stock Holding History

Pinnacle Wealth Planning Services’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 		$16.9K Buy
301
+9
+3% +$468 ﹤0.01% 1851
2026
Q1 		$14K Buy
292
+88
+43% +$3.85K ﹤0.01% 1869
2025
Q4 		$7.88K Buy
+204
New +$7.78K ﹤0.01% 2104

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

Pinnacle Wealth Planning Services's RPRX Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Royalty Pharma (RPRX) stake by 3.1% in Q2 2026, buying an estimated $468 and bringing the position to 301 shares worth $16.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1851.

Pinnacle Wealth Planning Services first reported a position in RPRX in Q4 2025 and has held it in 3 quarters since. 645 funds tracked by Wall St. Rank hold RPRX as of Q2 2026.

  • Pinnacle Wealth Planning Services held 301 shares of Royalty Pharma worth $16.9K as of Q2 2026.
  • Pinnacle Wealth Planning Services bought 9 Royalty Pharma shares in Q2 2026, an estimated $468.
  • Royalty Pharma made up ﹤0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1851 holding.
  • Pinnacle Wealth Planning Services first reported a position in Royalty Pharma in Q4 2025 and has held it in 3 quarters since.
  • 645 funds tracked by Wall St. Rank held Royalty Pharma as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.