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Evercore Wealth Management’s Roivant Sciences ROIV Stock Holding History

Evercore 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
Q1 		– Sell
-10,000
Closed -$217K – 434
2025
Q4 		$217K Hold
10,000
– – ﹤0.01% 383
2025
Q3 		$151K Hold
10,000
– – ﹤0.01% 407
2025
Q2 		$113K Hold
10,000
– – ﹤0.01% 401
2025
Q1 		$101K Hold
10,000
– – ﹤0.01% 412
2024
Q4 		$118K Hold
10,000
– – ﹤0.01% 410
2024
Q3 		$115K Hold
10,000
– – ﹤0.01% 409
2024
Q2 		$106K Hold
10,000
– – ﹤0.01% 402
2024
Q1 		$105K Buy
+10,000
New +$108K ﹤0.01% 414

Other funds holding ROIV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
QF
QVT Financial New York $1.7B AUM 173.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Evercore Wealth Management's ROIV Position: Q1 2026 in Review

Evercore Wealth Management sold out of Roivant Sciences (ROIV) in Q1 2026, closing a stake of 10,000 shares — an estimated $217K sold.

Evercore Wealth Management first reported a position in ROIV in Q1 2024 and held it in 8 quarters. The position peaked at $217K in Q4 2025. 444 funds tracked by Wall St. Rank hold ROIV as of Q1 2026.

  • Evercore Wealth Management reported no remaining Roivant Sciences position as of Q1 2026 after selling out during the quarter.
  • Evercore Wealth Management sold 10,000 Roivant Sciences shares in Q1 2026, an estimated $217K.
  • Evercore Wealth Management first reported a position in Roivant Sciences in Q1 2024 and held it in 8 quarters.
  • Evercore Wealth Management's Roivant Sciences position peaked at $217K in Q4 2025.
  • 444 funds tracked by Wall St. Rank held Roivant Sciences as of Q1 2026.

Based on Evercore Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.