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Clearstead Advisors’s Roivant Sciences ROIV Stock Holding History

Clearstead 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
Q2 		$28K Buy
792
+402
+103% +$11.9K ﹤0.01% 1690
2026
Q1 		$10.8K Sell
390
-2,517
-87% -$64.7K ﹤0.01% 1568
2025
Q4 		$63.1K Buy
2,907
+1,704
+142% +$33.6K ﹤0.01% 1301
2025
Q3 		$18.2K Hold
1,203
– – ﹤0.01% 1689
2025
Q2 		$13.6K Buy
+1,203
New +$13K ﹤0.01% 1780

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

Clearstead Advisors's ROIV Position: Q2 2026 in Review

Clearstead Advisors increased its Roivant Sciences (ROIV) stake by 103% in Q2 2026, buying an estimated $11.9K and bringing the position to 792 shares worth $28K. The position accounts for ﹤0.01% of the portfolio, ranked #1690.

Clearstead Advisors first reported a position in ROIV in Q2 2025 and has held it in 5 quarters since. The position peaked at $63.1K in Q4 2025. 498 funds tracked by Wall St. Rank hold ROIV as of Q2 2026.

  • Clearstead Advisors held 792 shares of Roivant Sciences worth $28K as of Q2 2026.
  • Clearstead Advisors bought 402 Roivant Sciences shares in Q2 2026, an estimated $11.9K.
  • Roivant Sciences made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #1690 holding.
  • Clearstead Advisors first reported a position in Roivant Sciences in Q2 2025 and has held it in 5 quarters since.
  • Clearstead Advisors's Roivant Sciences position peaked at $63.1K in Q4 2025.
  • 498 funds tracked by Wall St. Rank held Roivant Sciences as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.