Evergreen Capital Management
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
Q3 		$368K Sell
10,068
-165
-2% -$5.98K 0.01% 1037
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

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Pictet Asset Management
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Bank of New York Mellon
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Citigroup
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Candriam SCA
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Daiwa Securities Group
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Penn Davis McFarland
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Evergreen Capital Management's ROIV Position: Q3 2026 in Review

Evergreen Capital Management reduced its Roivant Sciences (ROIV) stake by 1.6% in Q3 2026, selling an estimated $5.98K and leaving 10,068 shares worth $368K. The position accounts for 0.01% of the portfolio, ranked #1037.

Evergreen Capital Management first reported a position in ROIV in Q4 2025 and has held it in 4 quarters since. 215 funds tracked by Wall St. Rank hold ROIV as of Q3 2026.

  • Evergreen Capital Management held 10,068 shares of Roivant Sciences worth $368K as of Q3 2026.
  • Evergreen Capital Management sold 165 Roivant Sciences shares in Q3 2026, an estimated $5.98K.
  • Roivant Sciences made up 0.01% of Evergreen Capital Management's portfolio in Q3 2026, its #1037 holding.
  • Evergreen Capital Management first reported a position in Roivant Sciences in Q4 2025 and has held it in 4 quarters since.
  • 215 funds tracked by Wall St. Rank held Roivant Sciences as of Q3 2026.

Based on Evergreen Capital Management's 13F filing for Q3 2026, filed 23 Oct 2026.