Baker Bros. Advisors’s Roivant Sciences ROIV Stock Holding History

Baker Bros. Advisors’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 Q1	$135M	Sell	4,867,723 -687,294	-12%	-$17.7M	0.77%	19
2025 Q4	$121M	Buy	5,555,017 +1,787,244	+47%	+$35.3M	0.71%	21
2025 Q3	$57M	Hold	3,767,773	–	–	0.41%	26
2025 Q2	$42.5M	Hold	3,767,773	–	–	0.41%	28
2025 Q1	$38M	Hold	3,767,773	–	–	0.42%	27
2024 Q4	$44.6M	Buy	3,767,773 +969,057	+35%	+$11.5M	0.48%	27
2024 Q3	$32.3M	Hold	2,798,716	–	–	0.33%	33
2024 Q2	$29.6M	Sell	2,798,716 -4,615,118	-62%	-$50.6M	0.38%	34
2024 Q1	$78.1M	Sell	7,413,834 -179,190	-2%	-$1.93M	0.98%	13
2023 Q4	$85.3M	Sell	7,593,024 -4,284,147	-36%	-$41.8M	0.97%	12
2023 Q3	$139M	Buy	11,877,171 +2,448,579	+26%	+$27.7M	0.8%	8
2023 Q2	$95M	Buy	9,428,592 +4,651,162	+97%	+$41.6M	0.55%	16
2023 Q1	$35.3M	Buy	4,777,430 +4,060,777	+567%	+$33.4M	0.19%	27
2022 Q4	$5.73M	Buy	+716,653	New	+$3.99M	0.03%	76

Other funds holding ROIV

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

QVT Financial New York $1.37B AUM 148.1% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Baker Bros. Advisors's ROIV Position: Q1 2026 in Review

Baker Bros. Advisors reduced its Roivant Sciences (ROIV) stake by 12% in Q1 2026, selling an estimated $17.7M and leaving 4,867,723 shares worth $135M. The position accounts for 0.77% of the portfolio, ranked #19.

Baker Bros. Advisors first reported a position in ROIV in Q4 2022 and has held it in 14 quarters since. The position peaked at $139M in Q3 2023. 439 funds tracked by Wall St. Rank hold ROIV as of Q1 2026.

Baker Bros. Advisors held 4,867,723 shares of Roivant Sciences worth $135M as of Q1 2026.
Baker Bros. Advisors sold 687,294 Roivant Sciences shares in Q1 2026, an estimated $17.7M.
Roivant Sciences made up 0.77% of Baker Bros. Advisors's portfolio in Q1 2026, its #19 holding.
Baker Bros. Advisors first reported a position in Roivant Sciences in Q4 2022 and has held it in 14 quarters since.
Baker Bros. Advisors's Roivant Sciences position peaked at $139M in Q3 2023.
439 funds tracked by Wall St. Rank held Roivant Sciences as of Q1 2026.

Based on Baker Bros. Advisors's 13F filing for Q1 2026, filed 15 May 2026.