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 Q2	$709K	Buy	12,640 +65	+0.5%	+$3.38K	0.17%	48
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 $1.89T AUM 35.08% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Strata Wealth Advisors's RPRX Position: Q2 2026 in Review

Strata Wealth Advisors increased its Royalty Pharma (RPRX) stake by 0.52% in Q2 2026, buying an estimated $3.38K and bringing the position to 12,640 shares worth $709K. The position accounts for 0.17% of the portfolio, ranked #48.

Strata Wealth Advisors first reported a position in RPRX in Q1 2025 and has held it in 6 quarters since. 645 funds tracked by Wall St. Rank hold RPRX as of Q2 2026.

Strata Wealth Advisors held 12,640 shares of Royalty Pharma worth $709K as of Q2 2026.
Strata Wealth Advisors bought 65 Royalty Pharma shares in Q2 2026, an estimated $3.38K.
Royalty Pharma made up 0.17% of Strata Wealth Advisors's portfolio in Q2 2026, its #48 holding.
Strata Wealth Advisors first reported a position in Royalty Pharma in Q1 2025 and has held it in 6 quarters since.
645 funds tracked by Wall St. Rank held Royalty Pharma as of Q2 2026.

Based on Strata Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.