Strata Wealth Advisors
RPRX icon

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
Q3 		$739K Buy
12,658
+18
+0.1% +$1.06K 0.17% 46
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

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Wedge Capital Management
Wedge Capital Management Charlotte, North Carolina $5.72B AUM 38.26% 1-Year Est. Return
Eastern Bank
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
Hosking Partners
Hosking Partners London, United Kingdom $2.81B AUM 67.07% 1-Year Est. Return
Kepler Cheuvreux
Kepler Cheuvreux Nyon $1.65B AUM 36.86% 1-Year Est. Return
Foster Victor Wealth Advisors
Foster Victor Wealth Advisors Greenville, South Carolina $2.02B AUM 20.94% 1-Year Est. Return
Kirr Marbach & Co
Kirr Marbach & Co Columbus, Indiana $530M AUM 14.37% 1-Year Est. Return
Triasima Portfolio Management
Triasima Portfolio Management Montreal, Quebec, Canada $758M AUM 48.16% 1-Year Est. Return
Sumitomo Mitsui DS Asset Management
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Strata Wealth Advisors's RPRX Position: Q3 2026 in Review

Strata Wealth Advisors increased its Royalty Pharma (RPRX) stake by 0.14% in Q3 2026, buying an estimated $1.06K and bringing the position to 12,658 shares worth $739K. The position accounts for 0.17% of the portfolio, ranked #46.

Strata Wealth Advisors first reported a position in RPRX in Q1 2025 and has held it in 7 quarters since. 99 funds tracked by Wall St. Rank hold RPRX as of Q3 2026.

  • Strata Wealth Advisors held 12,658 shares of Royalty Pharma worth $739K as of Q3 2026.
  • Strata Wealth Advisors bought 18 Royalty Pharma shares in Q3 2026, an estimated $1.06K.
  • Royalty Pharma made up 0.17% of Strata Wealth Advisors's portfolio in Q3 2026, its #46 holding.
  • Strata Wealth Advisors first reported a position in Royalty Pharma in Q1 2025 and has held it in 7 quarters since.
  • 99 funds tracked by Wall St. Rank held Royalty Pharma as of Q3 2026.

Based on Strata Wealth Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.