Regal Investment Advisors’s Royalty Pharma RPRX Stock Holding History

Regal Investment Advisors’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	$5.13M	Sell	106,954 -6,387	-6%	-$280K	0.3%	88
2025 Q4	$4.38M	Buy	113,341 +3,617	+3%	+$138K	0.26%	97
2025 Q3	$3.87M	Buy	109,724 +16,792	+18%	+$608K	0.25%	107
2025 Q2	$3.35M	Sell	92,932 -6,772	-7%	-$224K	0.25%	105
2025 Q1	$3.1M	Buy	99,704 +81,989	+463%	+$2.6M	0.25%	111
2024 Q4	$452K	Sell	17,715 -11,138	-39%	-$295K	0.03%	342
2024 Q3	$816K	Buy	28,853 +7,686	+36%	+$213K	0.06%	276
2024 Q2	$558K	Buy	21,167 +3,700	+21%	+$103K	0.04%	332
2024 Q1	$530K	Buy	17,467 +7,960	+84%	+$235K	0.04%	349
2023 Q4	$267K	Buy	+9,507	New	+$261K	0.02%	444
2023 Q2	–	Sell	-5,749	Closed	-$207K	–	544
2023 Q1	$207K	Buy	5,749 +29	+0.5%	+$1.07K	0.02%	477
2022 Q4	$226K	Buy	5,720 +270	+5%	+$11.3K	0.02%	431
2022 Q3	$219K	Buy	+5,450	New	+$233K	0.02%	427

Other funds holding RPRX

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 New York $5.7T 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 Stockholm, Sweden $95.1B AUM 30.55% 1-Year Est. Return

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