Edge Wealth Management’s Roivant Sciences ROIV Stock Holding History

Edge Wealth 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	$3.19M	Hold	90,228	–	–	0.54%	29
2026 Q1	$2.5M	Hold	90,228	–	–	0.43%	30
2025 Q4	$1.96M	Hold	90,228	–	–	0.35%	30
2025 Q3	$1.37M	Hold	90,228	–	–	0.24%	33
2025 Q2	$1.02M	Hold	90,228	–	–	0.2%	37
2025 Q1	$910K	Hold	90,228	–	–	0.18%	34
2024 Q4	$1.07M	Hold	90,228	–	–	0.22%	34
2024 Q3	$1.04M	Hold	90,228	–	–	0.21%	33
2024 Q2	$954K	Hold	90,228	–	–	0.2%	36
2024 Q1	$951K	Sell	90,228 -9,300	-9%	-$100K	0.2%	36
2023 Q4	$1.12M	Sell	99,528 -35,000	-26%	-$341K	0.24%	36
2023 Q3	$1.57M	Sell	134,528 -41,004	-23%	-$464K	0.37%	32
2023 Q2	$1.77M	Sell	175,532 -92,500	-35%	-$827K	0.39%	33
2023 Q1	$1.97M	Hold	268,032	–	–	0.45%	31
2022 Q4	$2.09M	Hold	268,032	–	–	0.49%	35
2022 Q3	$871K	Buy	+268,032	New	+$1.04M	0.19%	42

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

Edge Wealth Management's ROIV Position: Q2 2026 in Review

Edge Wealth Management held its Roivant Sciences (ROIV) position steady in Q2 2026 at 90,228 shares worth $3.19M. The position accounts for 0.54% of the portfolio, ranked #29.

Edge Wealth Management first reported a position in ROIV in Q3 2022 and has held it in 16 quarters since. 498 funds tracked by Wall St. Rank hold ROIV as of Q2 2026.

Edge Wealth Management held 90,228 shares of Roivant Sciences worth $3.19M as of Q2 2026.
Edge Wealth Management left its Roivant Sciences share count unchanged in Q2 2026.
Roivant Sciences made up 0.54% of Edge Wealth Management's portfolio in Q2 2026, its #29 holding.
Edge Wealth Management first reported a position in Roivant Sciences in Q3 2022 and has held it in 16 quarters since.
498 funds tracked by Wall St. Rank held Roivant Sciences as of Q2 2026.

Based on Edge Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.