Strata Wealth Advisors’s Royalty Pharma RPRX Stock Holding History

Strata Wealth 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	$603K	Buy	12,575 +24	+0.2%	+$1.05K	0.17%	47
2025 Q4	$485K	Hold	12,551	–	–	0.13%	51
2025 Q3	$443K	Hold	12,551	–	–	0.12%	61
2025 Q2	$452K	Buy	12,551 +121	+1%	+$4.01K	0.12%	52
2025 Q1	$387K	Buy	+12,430	New	+$394K	0.12%	53

Other funds holding RPRX

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Strata Wealth Advisors's RPRX Position: Q1 2026 in Review

Strata Wealth Advisors increased its Royalty Pharma (RPRX) stake by 0.19% in Q1 2026, buying an estimated $1.05K and bringing the position to 12,575 shares worth $603K. The position accounts for 0.17% of the portfolio, ranked #47.

Strata Wealth Advisors first reported a position in RPRX in Q1 2025 and has held it in 5 quarters since. 587 funds tracked by Wall St. Rank hold RPRX as of Q1 2026.

Strata Wealth Advisors held 12,575 shares of Royalty Pharma worth $603K as of Q1 2026.
Strata Wealth Advisors bought 24 Royalty Pharma shares in Q1 2026, an estimated $1.05K.
Royalty Pharma made up 0.17% of Strata Wealth Advisors's portfolio in Q1 2026, its #47 holding.
Strata Wealth Advisors first reported a position in Royalty Pharma in Q1 2025 and has held it in 5 quarters since.
587 funds tracked by Wall St. Rank held Royalty Pharma as of Q1 2026.

Based on Strata Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.