Clearstead Trust’s Roivant Sciences ROIV Stock Holding History

Clearstead Trust’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	$8.07K	Hold	228	–	–	﹤0.01%	670
2026 Q1	$6.32K	Hold	228	–	–	﹤0.01%	703
2025 Q4	$4.95K	Buy	228 +124	+119%	+$2.45K	﹤0.01%	763
2025 Q3	$1.57K	Buy	+104	New	+$1.29K	﹤0.01%	1074

Other funds holding ROIV

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

QVT Financial New York $1.7B AUM 173.77% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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 Trust's ROIV Position: Q2 2026 in Review

Clearstead Trust held its Roivant Sciences (ROIV) position steady in Q2 2026 at 228 shares worth $8.07K. The position accounts for ﹤0.01% of the portfolio, ranked #670.

Clearstead Trust first reported a position in ROIV in Q3 2025 and has held it in 4 quarters since. 499 funds tracked by Wall St. Rank hold ROIV as of Q2 2026.

Clearstead Trust held 228 shares of Roivant Sciences worth $8.07K as of Q2 2026.
Clearstead Trust left its Roivant Sciences share count unchanged in Q2 2026.
Roivant Sciences made up ﹤0.01% of Clearstead Trust's portfolio in Q2 2026, its #670 holding.
Clearstead Trust first reported a position in Roivant Sciences in Q3 2025 and has held it in 4 quarters since.
499 funds tracked by Wall St. Rank held Roivant Sciences as of Q2 2026.

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