Charles Schwab
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Charles Schwab’s Roivant Sciences ROIV Stock Holding History

Charles Schwab’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 		$131M Buy
3,715,594
+258,146
+7% +$7.63M 0.02% 638
2026
Q1 		$95.8M Buy
3,457,448
+217,752
+7% +$5.59M 0.01% 745
2025
Q4 		$70.3M Buy
3,239,696
+121,965
+4% +$2.41M 0.01% 939
2025
Q3 		$47.2M Buy
3,117,731
+228,649
+8% +$2.83M 0.01% 1196
2025
Q2 		$32.6M Buy
2,889,082
+41,457
+1% +$449K 0.01% 1377
2025
Q1 		$28.7M Buy
2,847,625
+35,123
+1% +$380K 0.01% 1428
2024
Q4 		$33.3M Buy
2,812,502
+45,090
+2% +$533K 0.01% 1404
2024
Q3 		$31.9M Buy
2,767,412
+646,627
+30% +$7.36M 0.01% 1422
2024
Q2 		$22.4M Buy
2,120,785
+8,374
+0.4% +$91.8K ﹤0.01% 1603
2024
Q1 		$22.3M Buy
2,112,411
+89,384
+4% +$964K 0.01% 1546
2023
Q4 		$22.7M Buy
2,023,027
+99,148
+5% +$966K 0.01% 1517
2023
Q3 		$22.5M Buy
1,923,879
+1,297,134
+207% +$14.7M 0.01% 1433
2023
Q2 		$6.32M Buy
626,745
+52,630
+9% +$471K ﹤0.01% 2134
2023
Q1 		$4.24M Buy
574,115
+13,216
+2% +$109K ﹤0.01% 2282
2022
Q4 		$4.48M Buy
560,899
+39,268
+8% +$218K ﹤0.01% 2267
2022
Q3 		$1.68M Sell
521,631
-191,580
-27% -$742K ﹤0.01% 2628
2022
Q2 		$2.9M Sell
713,211
-10,363
-1% -$41.1K ﹤0.01% 2433
2022
Q1 		$3.58M Buy
723,574
+32,494
+5% +$214K ﹤0.01% 2438
2021
Q4 		$6.97M Buy
+691,080
New +$5.75M ﹤0.01% 2186

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

Charles Schwab's ROIV Position: Q2 2026 in Review

Charles Schwab increased its Roivant Sciences (ROIV) stake by 7.5% in Q2 2026, buying an estimated $7.63M and bringing the position to 3,715,594 shares worth $131M. The position accounts for 0.02% of the portfolio, ranked #638.

Charles Schwab first reported a position in ROIV in Q4 2021 and has held it in 19 quarters since. 498 funds tracked by Wall St. Rank hold ROIV as of Q2 2026.

  • Charles Schwab held 3,715,594 shares of Roivant Sciences worth $131M as of Q2 2026.
  • Charles Schwab bought 258,146 Roivant Sciences shares in Q2 2026, an estimated $7.63M.
  • Roivant Sciences made up 0.02% of Charles Schwab's portfolio in Q2 2026, its #638 holding.
  • Charles Schwab first reported a position in Roivant Sciences in Q4 2021 and has held it in 19 quarters since.
  • 498 funds tracked by Wall St. Rank held Roivant Sciences as of Q2 2026.

Based on Charles Schwab's 13F filing for Q2 2026, filed 14 Aug 2026.