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Empirical Wealth Management’s Roivant Sciences ROIV Stock Holding History

Empirical 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 		$201K Buy
+5,670
New +$168K ﹤0.01% 1020
2026
Q1 		– Sell
-9,242
Closed -$201K – 1030
2025
Q4 		$201K Buy
+9,242
New +$182K ﹤0.01% 865

Other funds holding ROIV

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
PDM
Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
CA
Cache Advisors San Francisco, California $1.18B AUM 44.04% 1-Year Est. Return

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

Empirical Wealth Management opened a new position in Roivant Sciences (ROIV) in Q2 2026: 5,670 shares worth $201K. The stake represents ﹤0.01% of the portfolio and ranks #1020 among its holdings. This is a return to the name: Empirical Wealth Management previously reported a position in ROIV as recently as Q4 2025.

Empirical Wealth Management first reported a position in ROIV in Q4 2025 and has held it in 2 quarters since. 165 funds tracked by Wall St. Rank hold ROIV as of Q2 2026.

  • Empirical Wealth Management held 5,670 shares of Roivant Sciences worth $201K as of Q2 2026.
  • Roivant Sciences was a new Empirical Wealth Management position in Q2 2026.
  • Roivant Sciences made up ﹤0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #1020 holding.
  • Empirical Wealth Management first reported a position in Roivant Sciences in Q4 2025 and has held it in 2 quarters since.
  • 165 funds tracked by Wall St. Rank held Roivant Sciences as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.