Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Roivant Sciences ROIV Stock Holding History

Carson Wealth (CWM 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
Q1 		$5.04M Buy
181,899
+170,066
+1,437% +$4.37M 0.01% 808
2025
Q4 		$257K Buy
11,833
+8,728
+281% +$172K ﹤0.01% 2363
2025
Q3 		$47K Buy
3,105
+121
+4% +$1.5K ﹤0.01% 3587
2025
Q2 		$34K Buy
2,984
+920
+45% +$9.97K ﹤0.01% 3558
2025
Q1 		$21K Buy
2,064
+435
+27% +$4.7K ﹤0.01% 3645
2024
Q4 		$19K Buy
1,629
+649
+66% +$7.67K ﹤0.01% 3485
2024
Q3 		$11K Buy
980
+956
+3,983% +$10.9K ﹤0.01% 3750
2024
Q2 		$0 Buy
24
+11
+85% +$121 ﹤0.01% 4891
2024
Q1 		$0 Hold
13
– – ﹤0.01% 4690
2023
Q4 		$0 Buy
+13
New +$127 ﹤0.01% 4471

Other funds holding ROIV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
QF
QVT Financial New York $1.7B AUM 173.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Carson Wealth (CWM LLC)'s ROIV Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Roivant Sciences (ROIV) stake by 1,437% in Q1 2026, buying an estimated $4.37M and bringing the position to 181,899 shares worth $5.04M. The position accounts for 0.01% of the portfolio, ranked #808.

Carson Wealth (CWM LLC) first reported a position in ROIV in Q4 2023 and has held it in 10 quarters since. 442 funds tracked by Wall St. Rank hold ROIV as of Q1 2026.

  • Carson Wealth (CWM LLC) held 181,899 shares of Roivant Sciences worth $5.04M as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 170,066 Roivant Sciences shares in Q1 2026, an estimated $4.37M.
  • Roivant Sciences made up 0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #808 holding.
  • Carson Wealth (CWM LLC) first reported a position in Roivant Sciences in Q4 2023 and has held it in 10 quarters since.
  • 442 funds tracked by Wall St. Rank held Roivant Sciences as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.