Creative Planning
ROIV icon

Creative Planning’s Roivant Sciences ROIV Stock Holding History

Creative Planning’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 		$3.37M Buy
121,560
+44,926
+59% +$1.15M ﹤0.01% 1481
2025
Q4 		$1.66M Buy
76,634
+11,282
+17% +$223K ﹤0.01% 1868
2025
Q3 		$989K Buy
65,352
+12,813
+24% +$159K ﹤0.01% 2123
2025
Q2 		$592K Buy
52,539
+27,863
+113% +$302K ﹤0.01% 2312
2025
Q1 		$249K Buy
24,676
+2,925
+13% +$31.6K ﹤0.01% 2892
2024
Q4 		$257K Sell
21,751
-1,790
-8% -$21.2K ﹤0.01% 2793
2024
Q3 		$272K Buy
23,541
+7,579
+47% +$86.3K ﹤0.01% 2603
2024
Q2 		$169K Buy
+15,962
New +$175K ﹤0.01% 2725

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 $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
QF
QVT Financial New York $1.27B AUM 148.1% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return