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Douglas Lane & Associates’s Roivant Sciences ROIV Stock Holding History

Douglas Lane & Associates’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
Q3 		$260K Sell
7,098
-788
-10% -$28.6K ﹤0.01% 230
2026
Q2 		$279K Hold
7,886
– – ﹤0.01% 229
2026
Q1 		$218K Buy
+7,886
New +$203K ﹤0.01% 230

Other funds holding ROIV

TSC
Two Seas Capital Rye, New York $8.68B AUM 78.08% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
EWM
Edge Wealth Management New York $666M AUM 17.64% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
FFAS
FIG Financial Advisory Services Oklahoma City, Oklahoma $165M AUM 16.79% 1-Year Est. Return
LWA
Ledgewood Wealth Advisors Exeter, New Hampshire $181M AUM 9.93% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Douglas Lane & Associates's ROIV Position: Q3 2026 in Review

Douglas Lane & Associates reduced its Roivant Sciences (ROIV) stake by 10% in Q3 2026, selling an estimated $28.6K and leaving 7,098 shares worth $260K. The position accounts for ﹤0.01% of the portfolio, ranked #230.

Douglas Lane & Associates first reported a position in ROIV in Q1 2026 and has held it in 3 quarters since. The position peaked at $279K in Q2 2026. 27 funds tracked by Wall St. Rank hold ROIV as of Q3 2026.

  • Douglas Lane & Associates held 7,098 shares of Roivant Sciences worth $260K as of Q3 2026.
  • Douglas Lane & Associates sold 788 Roivant Sciences shares in Q3 2026, an estimated $28.6K.
  • Roivant Sciences made up ﹤0.01% of Douglas Lane & Associates's portfolio in Q3 2026, its #230 holding.
  • Douglas Lane & Associates first reported a position in Roivant Sciences in Q1 2026 and has held it in 3 quarters since.
  • Douglas Lane & Associates's Roivant Sciences position peaked at $279K in Q2 2026.
  • 27 funds tracked by Wall St. Rank held Roivant Sciences as of Q3 2026.

Based on Douglas Lane & Associates's 13F filing for Q3 2026, filed 9 Oct 2026.