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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
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 $1.66T 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
BlackRock New York $5.72T 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
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
State Street
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

Root Financial Partners's RPRX Position: Q1 2026 in Review

Root Financial Partners increased its Royalty Pharma (RPRX) stake by 151% in Q1 2026, buying an estimated $6.61K and bringing the position to 251 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #1584.

Root Financial Partners first reported a position in RPRX in Q3 2025 and has held it in 3 quarters since. 587 funds tracked by Wall St. Rank hold RPRX as of Q1 2026.

  • Root Financial Partners held 251 shares of Royalty Pharma worth $12K as of Q1 2026.
  • Root Financial Partners bought 151 Royalty Pharma shares in Q1 2026, an estimated $6.61K.
  • Royalty Pharma made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #1584 holding.
  • Root Financial Partners first reported a position in Royalty Pharma in Q3 2025 and has held it in 3 quarters since.
  • 587 funds tracked by Wall St. Rank held Royalty Pharma as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.