Avion Wealth’s Roivant Sciences ROIV Stock Holding History

Avion Wealth’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	$17K	Hold	500	–	–	﹤0.01%	436
2026 Q1	$13K	Sell	500 -22	-4%	-$565	﹤0.01%	428
2025 Q4	$11K	Buy	522 +22	+4%	+$434	﹤0.01%	477
2025 Q3	$7K	Hold	500	–	–	﹤0.01%	581
2025 Q2	$5K	Hold	500	–	–	﹤0.01%	638
2025 Q1	$5K	Hold	500	–	–	﹤0.01%	558
2024 Q4	$5K	Hold	500	–	–	﹤0.01%	556
2024 Q3	$5K	Buy	+500	New	+$5.69K	﹤0.01%	534

Other funds holding ROIV

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

QVT Financial New York $1.7B AUM 173.77% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Avion Wealth's ROIV Position: Q2 2026 in Review

Avion Wealth held its Roivant Sciences (ROIV) position steady in Q2 2026 at 500 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #436.

Avion Wealth first reported a position in ROIV in Q3 2024 and has held it in 8 quarters since. 498 funds tracked by Wall St. Rank hold ROIV as of Q2 2026.

Avion Wealth held 500 shares of Roivant Sciences worth $17K as of Q2 2026.
Avion Wealth left its Roivant Sciences share count unchanged in Q2 2026.
Roivant Sciences made up ﹤0.01% of Avion Wealth's portfolio in Q2 2026, its #436 holding.
Avion Wealth first reported a position in Roivant Sciences in Q3 2024 and has held it in 8 quarters since.
498 funds tracked by Wall St. Rank held Roivant Sciences as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.