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AE Wealth Management’s Roivant Sciences ROIV Stock Holding History

AE Wealth Management’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
2025
Q3 		– Sell
-139,502
Closed -$1.57M – 2361
2025
Q2 		$1.57M Sell
139,502
-1,222
-0.9% -$13.2K 0.01% 599
2025
Q1 		$1.42M Sell
140,724
-1,819
-1% -$19.7K 0.01% 621
2024
Q4 		$1.69M Sell
142,543
-2,715
-2% -$32.1K 0.01% 578
2024
Q3 		$1.68M Buy
145,258
+17,941
+14% +$204K 0.02% 581
2024
Q2 		$1.35M Buy
+127,317
New +$1.4M 0.01% 634

Other funds holding ROIV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SIAU
SB Investment Advisers (UK) London, United Kingdom $7.73B AUM 2.35% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
QF
QVT Financial New York $1.37B AUM 148.1% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PSC
Patient Square Capital Menlo Park, California $564M AUM 261.3% 1-Year Est. Return

AE Wealth Management's ROIV Position: Q3 2025 in Review

AE Wealth Management sold out of Roivant Sciences (ROIV) in Q3 2025, closing a stake of 139,502 shares — an estimated $1.57M sold.

AE Wealth Management first reported a position in ROIV in Q2 2024 and held it in 5 quarters. The position peaked at $1.69M in Q4 2024. 337 funds tracked by Wall St. Rank hold ROIV as of Q3 2025.

  • AE Wealth Management reported no remaining Roivant Sciences position as of Q3 2025 after selling out during the quarter.
  • AE Wealth Management sold 139,502 Roivant Sciences shares in Q3 2025, an estimated $1.57M.
  • AE Wealth Management first reported a position in Roivant Sciences in Q2 2024 and held it in 5 quarters.
  • AE Wealth Management's Roivant Sciences position peaked at $1.69M in Q4 2024.
  • 337 funds tracked by Wall St. Rank held Roivant Sciences as of Q3 2025.

Based on AE Wealth Management's 13F filing for Q3 2025, filed 3 Nov 2025.