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Root Financial Partners’s Royalty Pharma RPRX Stock Holding History

Root Financial Partners’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 		– Sell
-251
Closed -$12K – 2594
2026
Q1 		$12K Buy
251
+151
+151% +$6.61K ﹤0.01% 1584
2025
Q4 		$3.86K Buy
100
+20
+25% +$763 ﹤0.01% 1841
2025
Q3 		$2.82K Buy
+80
New +$2.9K ﹤0.01% 1898

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

Root Financial Partners's RPRX Position: Q2 2026 in Review

Root Financial Partners sold out of Royalty Pharma (RPRX) in Q2 2026, closing a stake of 251 shares — an estimated $12K sold.

Root Financial Partners first reported a position in RPRX in Q3 2025 and held it in 3 quarters. The position peaked at $12K in Q1 2026. 646 funds tracked by Wall St. Rank hold RPRX as of Q2 2026.

  • Root Financial Partners reported no remaining Royalty Pharma position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 251 Royalty Pharma shares in Q2 2026, an estimated $12K.
  • Root Financial Partners first reported a position in Royalty Pharma in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Royalty Pharma position peaked at $12K in Q1 2026.
  • 646 funds tracked by Wall St. Rank held Royalty Pharma as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.