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Allworth Financial’s Roivant Sciences ROIV Stock Holding History

Allworth Financial’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 		$225K Sell
6,350
-481
-7% -$14.2K ﹤0.01% 1416
2026
Q1 		$189K Buy
6,831
+4,280
+168% +$110K ﹤0.01% 1443
2025
Q4 		$55.4K Buy
2,551
+756
+42% +$14.9K ﹤0.01% 2122
2025
Q3 		$27.2K Buy
1,795
+583
+48% +$7.22K ﹤0.01% 2517
2025
Q2 		$13.7K Buy
1,212
+367
+43% +$3.98K ﹤0.01% 2744
2025
Q1 		$9.29K Buy
845
+770
+1,027% +$8.33K ﹤0.01% 2454
2024
Q4 		$837 Sell
75
-476
-86% -$5.63K ﹤0.01% 3458
2024
Q3 		$6.36K Hold
551
– – ﹤0.01% 2462
2024
Q2 		$6.06K Hold
551
– – ﹤0.01% 2429
2024
Q1 		$5.81K Hold
551
– – ﹤0.01% 2345
2023
Q4 		$6.19K Sell
551
-12
-2% -$117 ﹤0.01% 2185
2023
Q3 		$6.58K Buy
563
+12
+2% +$136 ﹤0.01% 2000
2023
Q2 		$5.55K Hold
551
– – ﹤0.01% 2051
2023
Q1 		$4.07K Hold
551
– – ﹤0.01% 2124
2022
Q4 		$4.4K Hold
551
– – ﹤0.01% 1945
2022
Q3 		$2K Buy
+551
New +$2.13K ﹤0.01% 2211

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 $3.38T AUM 44.17% 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

Allworth Financial's ROIV Position: Q2 2026 in Review

Allworth Financial reduced its Roivant Sciences (ROIV) stake by 7% in Q2 2026, selling an estimated $14.2K and leaving 6,350 shares worth $225K. The position accounts for ﹤0.01% of the portfolio, ranked #1416.

Allworth Financial first reported a position in ROIV in Q3 2022 and has held it in 16 quarters since. 500 funds tracked by Wall St. Rank hold ROIV as of Q2 2026.

  • Allworth Financial held 6,350 shares of Roivant Sciences worth $225K as of Q2 2026.
  • Allworth Financial sold 481 Roivant Sciences shares in Q2 2026, an estimated $14.2K.
  • Roivant Sciences made up ﹤0.01% of Allworth Financial's portfolio in Q2 2026, its #1416 holding.
  • Allworth Financial first reported a position in Roivant Sciences in Q3 2022 and has held it in 16 quarters since.
  • 500 funds tracked by Wall St. Rank held Roivant Sciences as of Q2 2026.

Based on Allworth Financial's 13F filing for Q2 2026, filed 11 Aug 2026.