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Elevation Wealth Partners’s Roivant Sciences ROIV Stock Holding History

Elevation Wealth Partners’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 		$4.21K Hold
115
– – ﹤0.01% 1131
2026
Q2 		$4.07K Buy
115
+40
+53% +$1.18K ﹤0.01% 1067
2026
Q1 		$2.08K Hold
75
– – ﹤0.01% 902
2025
Q4 		$1.63K Buy
+75
New +$1.48K ﹤0.01% 814

Other funds holding ROIV

TSC
Two Seas Capital Rye, New York $8.68B AUM 78.08% 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
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.17B AUM 28.44% 1-Year Est. Return
AIM
Acropolis Investment Management St. Louis, Missouri $2.49B AUM 10.8% 1-Year Est. Return

Elevation Wealth Partners's ROIV Position: Q3 2026 in Review

Elevation Wealth Partners held its Roivant Sciences (ROIV) position steady in Q3 2026 at 115 shares worth $4.21K. The position accounts for ﹤0.01% of the portfolio, ranked #1131.

Elevation Wealth Partners first reported a position in ROIV in Q4 2025 and has held it in 4 quarters since. 20 funds tracked by Wall St. Rank hold ROIV as of Q3 2026.

  • Elevation Wealth Partners held 115 shares of Roivant Sciences worth $4.21K as of Q3 2026.
  • Elevation Wealth Partners left its Roivant Sciences share count unchanged in Q3 2026.
  • Roivant Sciences made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #1131 holding.
  • Elevation Wealth Partners first reported a position in Roivant Sciences in Q4 2025 and has held it in 4 quarters since.
  • 20 funds tracked by Wall St. Rank held Roivant Sciences as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.