Root Financial Partners
RPRX icon

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
Q3 		$62.2K Buy
+1,066
New +$62.9K ﹤0.01% 971
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 $1.96T AUM 27.49% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $483B AUM 27.72% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $106B AUM 2.29% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Root Financial Partners's RPRX Position: Q3 2026 in Review

Root Financial Partners opened a new position in Royalty Pharma (RPRX) in Q3 2026: 1,066 shares worth $62.2K. The stake represents ﹤0.01% of the portfolio and ranks #971 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in RPRX as recently as Q1 2026.

Root Financial Partners first reported a position in RPRX in Q3 2025 and has held it in 4 quarters since. 573 funds tracked by Wall St. Rank hold RPRX as of Q3 2026.

  • Root Financial Partners held 1,066 shares of Royalty Pharma worth $62.2K as of Q3 2026.
  • Royalty Pharma was a new Root Financial Partners position in Q3 2026.
  • Royalty Pharma made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #971 holding.
  • Root Financial Partners first reported a position in Royalty Pharma in Q3 2025 and has held it in 4 quarters since.
  • 573 funds tracked by Wall St. Rank held Royalty Pharma as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.