ECM
ROIV icon

Evergreen Capital Management’s Roivant Sciences ROIV Stock Holding History

Evergreen Capital 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 		$362K Sell
10,233
-19
-0.2% -$561 0.01% 1098
2026
Q1 		$284K Buy
10,252
+252
+3% +$6.47K 0.01% 1160
2025
Q4 		$217K Buy
+10,000
New +$197K ﹤0.01% 1259

Other funds holding ROIV

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

Evergreen Capital Management's ROIV Position: Q2 2026 in Review

Evergreen Capital Management reduced its Roivant Sciences (ROIV) stake by 0.19% in Q2 2026, selling an estimated $561 and leaving 10,233 shares worth $362K. The position accounts for 0.01% of the portfolio, ranked #1098.

Evergreen Capital Management first reported a position in ROIV in Q4 2025 and has held it in 3 quarters since. 499 funds tracked by Wall St. Rank hold ROIV as of Q2 2026.

  • Evergreen Capital Management held 10,233 shares of Roivant Sciences worth $362K as of Q2 2026.
  • Evergreen Capital Management sold 19 Roivant Sciences shares in Q2 2026, an estimated $561.
  • Roivant Sciences made up 0.01% of Evergreen Capital Management's portfolio in Q2 2026, its #1098 holding.
  • Evergreen Capital Management first reported a position in Roivant Sciences in Q4 2025 and has held it in 3 quarters since.
  • 499 funds tracked by Wall St. Rank held Roivant Sciences as of Q2 2026.

Based on Evergreen Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.