EWA
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EverSource Wealth Advisors’s Roivant Sciences ROIV Stock Holding History

EverSource Wealth Advisors’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 		$124K Sell
3,503
-930
-21% -$27.5K ﹤0.01% 1268
2026
Q1 		$123K Buy
4,433
+1,916
+76% +$49.2K ﹤0.01% 1309
2025
Q4 		$54.6K Buy
2,517
+85
+3% +$1.68K ﹤0.01% 1689
2025
Q3 		$36.8K Buy
2,432
+242
+11% +$3K ﹤0.01% 1925
2025
Q2 		$24.7K Buy
2,190
+40
+2% +$434 ﹤0.01% 2134
2025
Q1 		$21.7K Buy
2,150
+715
+50% +$7.73K ﹤0.01% 1648
2024
Q4 		$17K Buy
1,435
+369
+35% +$4.36K ﹤0.01% 1719
2024
Q3 		$12.3K Buy
1,066
+1
+0.1% +$11 ﹤0.01% 1749
2024
Q2 		$11.6K Buy
1,065
+836
+365% +$9.16K ﹤0.01% 1775
2024
Q1 		$2.5K Buy
229
+132
+136% +$1.42K ﹤0.01% 2312
2023
Q4 		$1.09K Sell
97
-85
-47% -$828 ﹤0.01% 2375
2023
Q3 		$2.13K Buy
182
+47
+35% +$531 ﹤0.01% 1984
2023
Q2 		$1.36K Buy
+135
New +$1.21K ﹤0.01% 2126

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

EverSource Wealth Advisors's ROIV Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Roivant Sciences (ROIV) stake by 21% in Q2 2026, selling an estimated $27.5K and leaving 3,503 shares worth $124K. The position accounts for ﹤0.01% of the portfolio, ranked #1268.

EverSource Wealth Advisors first reported a position in ROIV in Q2 2023 and has held it in 13 quarters since. 498 funds tracked by Wall St. Rank hold ROIV as of Q2 2026.

  • EverSource Wealth Advisors held 3,503 shares of Roivant Sciences worth $124K as of Q2 2026.
  • EverSource Wealth Advisors sold 930 Roivant Sciences shares in Q2 2026, an estimated $27.5K.
  • Roivant Sciences made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1268 holding.
  • EverSource Wealth Advisors first reported a position in Roivant Sciences in Q2 2023 and has held it in 13 quarters since.
  • 498 funds tracked by Wall St. Rank held Roivant Sciences as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.