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Bogart Wealth LLC’s Roivant Sciences ROIV Stock Holding History

Bogart Wealth LLC’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 		$3.65K Buy
103
+25
+32% +$739 ﹤0.01% 1296
2026
Q1 		$2.16K Buy
78
+35
+81% +$899 ﹤0.01% 1260
2025
Q4 		$933 Hold
43
– – ﹤0.01% 1340
2025
Q3 		$651 Buy
+43
New +$532 ﹤0.01% 1352

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

Bogart Wealth LLC's ROIV Position: Q2 2026 in Review

Bogart Wealth LLC increased its Roivant Sciences (ROIV) stake by 32% in Q2 2026, buying an estimated $739 and bringing the position to 103 shares worth $3.65K. The position accounts for ﹤0.01% of the portfolio, ranked #1296.

Bogart Wealth LLC first reported a position in ROIV in Q3 2025 and has held it in 4 quarters since. 498 funds tracked by Wall St. Rank hold ROIV as of Q2 2026.

  • Bogart Wealth LLC held 103 shares of Roivant Sciences worth $3.65K as of Q2 2026.
  • Bogart Wealth LLC bought 25 Roivant Sciences shares in Q2 2026, an estimated $739.
  • Roivant Sciences made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1296 holding.
  • Bogart Wealth LLC first reported a position in Roivant Sciences in Q3 2025 and has held it in 4 quarters since.
  • 498 funds tracked by Wall St. Rank held Roivant Sciences as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.