ZRP
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Zynergy Retirement Planning’s Royalty Pharma RPRX Stock Holding History

Zynergy Retirement Planning’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
2025
Q2 		– Sell
-748
Closed -$19.1K – 88
2025
Q1 		$19.1K Hold
748
– – 0.01% 67
2024
Q4 		$21.2K Hold
748
– – 0.01% 62
2024
Q3 		$21.2K Hold
748
– – 0.01% 62
2024
Q2 		$19.7K Buy
+748
New +$20.7K 0.02% 67

Other funds holding RPRX

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
CIA
Caledonia Investments (Australia) Sydney NSW, Australia $2.93B AUM 37.21% 1-Year Est. Return

Zynergy Retirement Planning's RPRX Position: Q2 2025 in Review

Zynergy Retirement Planning sold out of Royalty Pharma (RPRX) in Q2 2025, closing a stake of 748 shares — an estimated $19.1K sold.

Zynergy Retirement Planning first reported a position in RPRX in Q2 2024 and held it in 4 quarters. The position peaked at $21.2K in Q4 2024. 454 funds tracked by Wall St. Rank hold RPRX as of Q2 2025.

  • Zynergy Retirement Planning reported no remaining Royalty Pharma position as of Q2 2025 after selling out during the quarter.
  • Zynergy Retirement Planning sold 748 Royalty Pharma shares in Q2 2025, an estimated $19.1K.
  • Zynergy Retirement Planning first reported a position in Royalty Pharma in Q2 2024 and held it in 4 quarters.
  • Zynergy Retirement Planning's Royalty Pharma position peaked at $21.2K in Q4 2024.
  • 454 funds tracked by Wall St. Rank held Royalty Pharma as of Q2 2025.

Based on Zynergy Retirement Planning's 13F filing for Q2 2025, filed 4 Sep 2025.