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Avantax Advisory Services’s Roivant Sciences ROIV Stock Holding History

Avantax Advisory Services’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
Q2 		$119K Buy
+10,567
New +$115K ﹤0.01% 2275
2025
Q1 		– Sell
-10,758
Closed -$127K – 2314
2024
Q4 		$127K Buy
+10,758
New +$127K ﹤0.01% 2108

Other funds holding ROIV

SIAU
SB Investment Advisers (UK) London, United Kingdom $7.73B AUM 2.35% 1-Year Est. Return
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
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
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
QF
QVT Financial New York $1.37B AUM 148.1% 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

Avantax Advisory Services's ROIV Position: Q2 2025 in Review

Avantax Advisory Services opened a new position in Roivant Sciences (ROIV) in Q2 2025: 10,567 shares worth $119K. The stake represents ﹤0.01% of the portfolio and ranks #2275 among its holdings. This is a return to the name: Avantax Advisory Services previously reported a position in ROIV as recently as Q4 2024.

Avantax Advisory Services first reported a position in ROIV in Q4 2024 and has held it in 2 quarters since. The position peaked at $127K in Q4 2024. 338 funds tracked by Wall St. Rank hold ROIV as of Q2 2025.

  • Avantax Advisory Services held 10,567 shares of Roivant Sciences worth $119K as of Q2 2025.
  • Roivant Sciences was a new Avantax Advisory Services position in Q2 2025.
  • Roivant Sciences made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #2275 holding.
  • Avantax Advisory Services first reported a position in Roivant Sciences in Q4 2024 and has held it in 2 quarters since.
  • Avantax Advisory Services's Roivant Sciences position peaked at $127K in Q4 2024.
  • 338 funds tracked by Wall St. Rank held Roivant Sciences as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.