Values First Advisors’s Royalty Pharma RPRX Stock Holding History

Values First 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	$996K	Buy	20,771 +565	+3%	+$24.7K	0.52%	58
2025 Q4	$781K	Buy	20,206 +3,122	+18%	+$119K	0.41%	76
2025 Q3	$603K	Buy	17,084 +1,721	+11%	+$62.3K	0.32%	86
2025 Q2	$554K	Sell	15,363 -170	-1%	-$5.63K	0.3%	96
2025 Q1	$484K	Sell	15,533 -430	-3%	-$13.6K	0.28%	97
2024 Q4	$407K	Buy	15,963 +5,551	+53%	+$147K	0.22%	110
2024 Q3	$295K	Buy	10,412 +738	+8%	+$20.4K	0.16%	126
2024 Q2	$255K	Sell	9,674 -88	-0.9%	-$2.44K	0.15%	140
2024 Q1	$296K	Buy	+9,762	New	+$288K	0.17%	134
2023 Q4	–	Sell	-8,811	Closed	-$239K	–	176
2023 Q3	$239K	Buy	+8,811	New	+$262K	0.15%	132
2023 Q2	–	Sell	-5,303	Closed	-$191K	–	304
2023 Q1	$191K	Buy	+5,303	New	+$197K	0.12%	141

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

Values First Advisors's RPRX Position: Q1 2026 in Review

Values First Advisors increased its Royalty Pharma (RPRX) stake by 2.8% in Q1 2026, buying an estimated $24.7K and bringing the position to 20,771 shares worth $996K. The position accounts for 0.52% of the portfolio, ranked #58.

Values First Advisors first reported a position in RPRX in Q1 2023 and has held it in 11 quarters since. 587 funds tracked by Wall St. Rank hold RPRX as of Q1 2026.

Values First Advisors held 20,771 shares of Royalty Pharma worth $996K as of Q1 2026.
Values First Advisors bought 565 Royalty Pharma shares in Q1 2026, an estimated $24.7K.
Royalty Pharma made up 0.52% of Values First Advisors's portfolio in Q1 2026, its #58 holding.
Values First Advisors first reported a position in Royalty Pharma in Q1 2023 and has held it in 11 quarters since.
587 funds tracked by Wall St. Rank held Royalty Pharma as of Q1 2026.

Based on Values First Advisors's 13F filing for Q1 2026, filed 17 Apr 2026.