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Everhart Financial Group’s Roivant Sciences ROIV Stock Holding History

Everhart Financial Group’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 		$670K Buy
+18,332
New +$665K 0.04% 239

Other funds holding ROIV

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FFAS
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LWA
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GI
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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
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Everhart Financial Group's ROIV Position: Q3 2026 in Review

Everhart Financial Group opened a new position in Roivant Sciences (ROIV) in Q3 2026: 18,332 shares worth $670K. The stake represents 0.04% of the portfolio and ranks #239 among its holdings.

20 funds tracked by Wall St. Rank hold ROIV as of Q3 2026.

  • Everhart Financial Group held 18,332 shares of Roivant Sciences worth $670K as of Q3 2026.
  • Roivant Sciences was a new Everhart Financial Group position in Q3 2026.
  • Roivant Sciences made up 0.04% of Everhart Financial Group's portfolio in Q3 2026, its #239 holding.
  • 20 funds tracked by Wall St. Rank held Roivant Sciences as of Q3 2026.

Based on Everhart Financial Group's 13F filing for Q3 2026, filed 8 Oct 2026.