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Coldstream Capital Management’s Roivant Sciences ROIV Stock Holding History

Coldstream Capital Management’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 		$251K Buy
+7,094
New +$210K ﹤0.01% 1048
2025
Q2 		– Sell
-3,994
Closed -$40.3K – 2873
2025
Q1 		$40.3K Buy
+3,994
New +$43.2K ﹤0.01% 1812

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 $3.38T AUM 44.17% 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

Coldstream Capital Management's ROIV Position: Q2 2026 in Review

Coldstream Capital Management opened a new position in Roivant Sciences (ROIV) in Q2 2026: 7,094 shares worth $251K. The stake represents ﹤0.01% of the portfolio and ranks #1048 among its holdings. This is a return to the name: Coldstream Capital Management previously reported a position in ROIV as recently as Q1 2025.

Coldstream Capital Management first reported a position in ROIV in Q1 2025 and has held it in 2 quarters since. 500 funds tracked by Wall St. Rank hold ROIV as of Q2 2026.

  • Coldstream Capital Management held 7,094 shares of Roivant Sciences worth $251K as of Q2 2026.
  • Roivant Sciences was a new Coldstream Capital Management position in Q2 2026.
  • Roivant Sciences made up ﹤0.01% of Coldstream Capital Management's portfolio in Q2 2026, its #1048 holding.
  • Coldstream Capital Management first reported a position in Roivant Sciences in Q1 2025 and has held it in 2 quarters since.
  • 500 funds tracked by Wall St. Rank held Roivant Sciences as of Q2 2026.

Based on Coldstream Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.