Aaron Wealth Advisors LLC RPRX — ROYALTY PHARMA PLC

Ownership history in Aaron Wealth Advisors LLC  ·  5 quarters on record

AI Ownership Summary

Aaron Wealth Advisors LLC reported ROYALTY PHARMA PLC (RPRX) in 5 quarterly 13F filings from 2025 Q3 through 2026 Q3. Peak portfolio weight reached 0.03% in 2025 Q3. The latest visible filing shows RPRX at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this RPRX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Aaron Wealth Advisors LLC's position in ROYALTY PHARMA PLC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q3

RPRX was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q3 to 2026 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

RPRX stock page Aaron Wealth Advisors LLC fund profile Aaron Wealth Advisors LLC full holdings
How Aaron Wealth Advisors LLC held RPRX — position size vs. price
% of Fund (quarterly)    RPRX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 REDUCED — — — 7,572 -316 -4.0% 0.02% $442K 2026-10-13 $56.57
2026 Q2 REDUCED 14.8% +4.5% ❌ 7,888 -1,366 -14.8% 0.02% $442K 2026-07-16 $58.30
2026 Q1 REDUCED 10.2% +19.5% ❌ 9,254 -1,046 -10.2% 0.03% $444K 2026-04-21 $49.06
2025 Q4 REDUCED 16.7% +24.8% ❌ 10,300 -2,060 -16.7% 0.02% $398K 2026-01-21 $39.18
2025 Q3 INITIATED — — — 12,360 — — 0.03% $436K 2025-10-03 $35.38

🏢 Other funds also holding RPRX

As of 2026 Q3 — sorted by position size

Kearns & Associates LLC 3Y 1.56% COOPER INVESTORS PTY LTD 1.55% WEDGE CAPITAL MANAGEMENT L L P/NC 3Y 7Y 0.74% FCG Investment Co 0.65% EASTERN BANK 3Y 7Y 0.63% Miller Global Investments, LLC 0.5% CONGRESS ASSET MANAGEMENT CO 3Y 7Y 0.2% Legacy Wealth Asset Management, LLC 3Y 0.08% Ridgewood Investments LLC 3Y 7Y 0.08% IFM Investors Pty Ltd 3Y 7Y 0.04%

FAQ About Aaron Wealth Advisors LLC and RPRX

These are the practical questions this page is built to answer before you even open the full history table.

How long has Aaron Wealth Advisors LLC reported owning RPRX?

Aaron Wealth Advisors LLC reported RPRX across 5 quarterly 13F filings, from 2025 Q3 through 2026 Q3.

What was the largest reported RPRX position in Aaron Wealth Advisors LLC's portfolio?

The largest reported portfolio weight for RPRX was 0.03% in 2025 Q3.

What is the latest reported RPRX position on this page?

The most recent filing on this page is 2026 Q3, when Aaron Wealth Advisors LLC reported 7,572 shares, equal to 0.02% of portfolio, with an estimated market value of $442K.

What does the chart on this RPRX ownership page compare?

The chart compares Aaron Wealth Advisors LLC's quarterly RPRX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Aaron Wealth Advisors LLC time their RPRX position?

Based on 13F filing dates vs. subsequent RPRX price moves, Aaron Wealth Advisors LLC correctly timed 2 out of 4 reported position changes (50%). The annualised alpha on RPRX relative to SPY over the holding period was +35.0%.

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