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
Q2 		$4.5M Buy
127,031
+5,471
+5% +$162K ﹤0.01% 1492
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 $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

Creative Planning's ROIV Position: Q2 2026 in Review

Creative Planning increased its Roivant Sciences (ROIV) stake by 4.5% in Q2 2026, buying an estimated $162K and bringing the position to 127,031 shares worth $4.5M. The position accounts for ﹤0.01% of the portfolio, ranked #1492.

Creative Planning first reported a position in ROIV in Q2 2024 and has held it in 9 quarters since. 499 funds tracked by Wall St. Rank hold ROIV as of Q2 2026.

  • Creative Planning held 127,031 shares of Roivant Sciences worth $4.5M as of Q2 2026.
  • Creative Planning bought 5,471 Roivant Sciences shares in Q2 2026, an estimated $162K.
  • Roivant Sciences made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #1492 holding.
  • Creative Planning first reported a position in Roivant Sciences in Q2 2024 and has held it in 9 quarters since.
  • 499 funds tracked by Wall St. Rank held Roivant Sciences as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.