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Action Point Financial Planning’s Roivant Sciences ROIV Stock Holding History

Action Point Financial Planning’s Portfolio ROIV Stock Details ROIV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.74K Buy
+249
New +$7.36K ﹤0.01% 1525

Other funds holding ROIV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
QF
QVT Financial New York $1.7B AUM 173.77% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $21.7B AUM 79.24% 1-Year Est. Return

Action Point Financial Planning's ROIV Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in Roivant Sciences (ROIV) in Q2 2026: 249 shares worth $8.74K. The stake represents ﹤0.01% of the portfolio and ranks #1525 among its holdings.

496 funds tracked by Wall St. Rank hold ROIV as of Q2 2026.

  • Action Point Financial Planning held 249 shares of Roivant Sciences worth $8.74K as of Q2 2026.
  • Roivant Sciences was a new Action Point Financial Planning position in Q2 2026.
  • Roivant Sciences made up ﹤0.01% of Action Point Financial Planning's portfolio in Q2 2026, its #1525 holding.
  • 496 funds tracked by Wall St. Rank held Roivant Sciences as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.