AssetMark Inc
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AssetMark Inc’s Roivant Sciences ROIV Stock Holding History

AssetMark Inc’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 		$13.4K Buy
379
+182
+92% +$5.38K ﹤0.01% 2342
2026
Q1 		$5.46K Hold
197
– – ﹤0.01% 2530
2025
Q4 		$4.28K Hold
197
– – ﹤0.01% 2516
2025
Q3 		$2.98K Sell
197
-50
-20% -$619 ﹤0.01% 2516
2025
Q2 		$2.78K Buy
247
+77
+45% +$835 ﹤0.01% 2326
2025
Q1 		$1.72K Hold
170
– – ﹤0.01% 2203
2024
Q4 		$2.01K Buy
170
+32
+23% +$378 ﹤0.01% 2120
2024
Q3 		$1.59K Hold
138
– – ﹤0.01% 1920
2024
Q2 		$1.46K Buy
+138
New +$1.51K ﹤0.01% 1796

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

AssetMark Inc's ROIV Position: Q2 2026 in Review

AssetMark Inc increased its Roivant Sciences (ROIV) stake by 92% in Q2 2026, buying an estimated $5.38K and bringing the position to 379 shares worth $13.4K. The position accounts for ﹤0.01% of the portfolio, ranked #2342.

AssetMark Inc first reported a position in ROIV in Q2 2024 and has held it in 9 quarters since. 498 funds tracked by Wall St. Rank hold ROIV as of Q2 2026.

  • AssetMark Inc held 379 shares of Roivant Sciences worth $13.4K as of Q2 2026.
  • AssetMark Inc bought 182 Roivant Sciences shares in Q2 2026, an estimated $5.38K.
  • Roivant Sciences made up ﹤0.01% of AssetMark Inc's portfolio in Q2 2026, its #2342 holding.
  • AssetMark Inc first reported a position in Roivant Sciences in Q2 2024 and has held it in 9 quarters since.
  • 498 funds tracked by Wall St. Rank held Roivant Sciences as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.