Private Wealth Management Group’s Royalty Pharma RPRX Stock Holding History

Private Wealth Management Group’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	$7.01K	Hold	125	–	–	﹤0.01%	706
2026 Q1	$6K	Hold	125	–	–	﹤0.01%	703
2025 Q4	$4.83K	Hold	125	–	–	﹤0.01%	790
2025 Q3	$4.41K	Hold	125	–	–	﹤0.01%	839
2025 Q2	$4.5K	Buy	+125	New	+$4.14K	﹤0.01%	805
2024 Q4	–	Sell	-101	Closed	-$2.86K	–	1557
2024 Q3	$2.86K	Hold	101	–	–	﹤0.01%	944
2024 Q2	$2.66K	Sell	101 -30	-23%	-$832	﹤0.01%	950
2024 Q1	$3.98K	Hold	131	–	–	﹤0.01%	703
2023 Q4	$3.68K	Buy	+131	New	+$3.6K	﹤0.01%	736

Other funds holding RPRX

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Private Wealth Management Group's RPRX Position: Q2 2026 in Review

Private Wealth Management Group held its Royalty Pharma (RPRX) position steady in Q2 2026 at 125 shares worth $7.01K. The position accounts for ﹤0.01% of the portfolio, ranked #706.

Private Wealth Management Group first reported a position in RPRX in Q4 2023 and has held it in 9 quarters since. 641 funds tracked by Wall St. Rank hold RPRX as of Q2 2026.

Private Wealth Management Group held 125 shares of Royalty Pharma worth $7.01K as of Q2 2026.
Private Wealth Management Group left its Royalty Pharma share count unchanged in Q2 2026.
Royalty Pharma made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #706 holding.
Private Wealth Management Group first reported a position in Royalty Pharma in Q4 2023 and has held it in 9 quarters since.
641 funds tracked by Wall St. Rank held Royalty Pharma as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.